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Christopher Michael Fehr

ARETE WEALTH ADVISORS
Sarasota, FL
·CRD# 4039137·26 years experience

Professional Summary

Christopher Michael Fehr, who also goes by Chris Fehr, is a registered financial advisor currently at ARETE WEALTH ADVISORS, LLC located in Sarasota, Florida and ARETE WEALTH MANAGEMENT, LLC located in Sarasota, Florida. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Christopher has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, Series 7, Series 6, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Fehr

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

26 years in the financial services industry

Current & Past Employments

ARETE WEALTH ADVISORS, LLC·CRD# 145488
RIA
6710 Professional Parkway, Sarasota, FL 34240
July 28, 2020 - Present
ARETE WEALTH MANAGEMENT, LLC·CRD# 44856
BD
6710 Professional Parkway Suite 205, Sarasota, FL 34240
November 25, 2020 - Present
LION STREET ADVISORS, LLC·CRD# 167610
RIA
Springfield, IL
April 25, 2019 - July 28, 2020
FREEDOM FINANCIAL WEALTH MANAGEMENT LLC·CRD# 287903
RIA
Springfield, IL
March 31, 2017 - August 28, 2019
GRADIENT ADVISORS, LLC·CRD# 152665
RIA
Springfield, IL
August 8, 2014 - March 31, 2017
HORACE MANN INVESTORS, INC.·CRD# 11643
RIA
Springfield, IL
July 7, 2008 - November 17, 2008
HORACE MANN INVESTORS, INC.·CRD# 11643
BD
Springfield, IL
February 5, 2002 - November 17, 2008
STATE FARM INVESTMENT MANAGEMENT CORP.·CRD# 3487
BD
Bloomington, IL
April 26, 2000 - September 21, 2000

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Current Firm

AW
ARETE WEALTH ADVISORS, LLC

25 FINANCIAL | WESTERN PORTFOLIO PARTNERS | WEALTH STRATEGIES ADVISORY GROUP | WEALTH SOLUTIONS 360 | THORNHILL FINANCIAL | SILVERCAP WEALTH MANAGEMENT | SHADES CREEK WEALTH ADVISORS | SEREIN WEALTH ADVISORS LLC | SECOND LEVEL CAPITAL | SARANAC ADVISORS | ROBERTS TAX AND RETIREMENT PLANNING | PROGEN FINANCIAL CONSULTING | PINNACLE FINANCIAL WEALTH MANAGEMENT | PFS WEALTH MANAGEMENT | PATHWAY FINANCIAL MANAGEMENT | OLD GROWTH CAPITAL | NTS BEARING | NARISH FINANCIAL SERVICES | MCKINLEY WEALTH MANAGEMENT LLC | MASTERWORKS.IO | MAJORS FINANCIAL | MAGNOLIA CAPITAL MANAGEMENT | LEGACY FINANCIAL | LEBLANC FINANCIAL ALLIANCE | KRM FINANCIAL SERVICES | JOHN GALT WEALTH SOLUTIONS | INSIGHT WEALTH GROUP | IJK FUNDS | HUDSONPOINT CAPITAL | HILL & HILL FINANCIAL | GOVIC CAPITAL | GOLUB CAPITAL | FREEDOM FINANCIAL WEALTH AND TAX, LLC | FINCADIA CAPITAL PARTNERS | FINANCIAL RESOURCE MANAGEMENT | DUPRE CARRIER GODCHAUX FINANCIAL SERVICES | CYGNUS CAPITAL | CURA WEALTH PARTNERS | CREATIVE HEALTH CAPITAL, LLC | COOPER TOWER WEALTH | CONNER FINANCIAL LLC | CALIBER FINANCIAL PARTNERS | AXXCESS WEALTH MANAGEMENT, LLC | AXXCESS WEALTH MANAGEMENT LLC | AVENA IMPACT WEALTH ADVISORS | ARNO WEALTH MANAGEMENT, LLC | ARETE WEALTH ADVISORS, LLC | ALVERY BARTLETT GROUP | ALTERNATIVE INVESTMENT SPECIALISTS LLC

CRD#: 145488 / SEC#: 801-69827
RIA
Registered Investment Advisory firm - SEC (1/5/2009 Approved)
District of Columbia
Registered Investment Advisory firm - District of Columbia (1/12/2009 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (1/8/2008 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (2/10/2009 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (1/22/2009 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (1/12/2009 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1115 W Fulton Market 3rd Floor, Chicago, IL 60607

Phone Number

(312) 940-3684

# of Employees

135

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARETE WEALTH WRAP FEE BROCHURE - 01.30.2026 (2/6/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,424

AUM (Assets Under Management)

$2,745,378,945

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Freedom Financial Wealth & Tax LLC; NOT INV-RELATED; 6151 Lake Osprey Dr Suite 300, SARASOTA FL 34240; Annuity and INSURANCE SALES and Tax Advisor; START 04/2014; 100 HRS/MO; 60 HRS/MONTH DURING TRADING. KUORUM PARTNERS LLC: INSURANCE SALES; AGENT; 6151 LAKE OSPREY DR SUITE 300, SARASOTA FL 34240; START DATE = 12/2022; 10 HRS/MTH; WHOLESALING PREMIUM FINANCE LIFE INSURANCE. SELLING THE SUNCOAST LLC: REAL ESTATE AGENT; PARTNER; 6151 LAKE OSPREY DR SUITE 300, SARASOTA FL 34240; START DATE = 11/2022; 3 HRS/MTH; CREATE/REVIEW SALES CONTRACTS.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARETE WEALTH ADVISORS, LLC

25 FINANCIAL | WESTERN PORTFOLIO PARTNERS | WEALTH STRATEGIES ADVISORY GROUP | WEALTH SOLUTIONS 360 | THORNHILL FINANCIAL | SILVERCAP WEALTH MANAGEMENT | SHADES CREEK WEALTH ADVISORS | SEREIN WEALTH ADVISORS LLC | SECOND LEVEL CAPITAL | SARANAC ADVISORS | ROBERTS TAX AND RETIREMENT PLANNING | PROGEN FINANCIAL CONSULTING | PINNACLE FINANCIAL WEALTH MANAGEMENT | PFS WEALTH MANAGEMENT | PATHWAY FINANCIAL MANAGEMENT | OLD GROWTH CAPITAL | NTS BEARING | NARISH FINANCIAL SERVICES | MCKINLEY WEALTH MANAGEMENT LLC | MASTERWORKS.IO | MAJORS FINANCIAL | MAGNOLIA CAPITAL MANAGEMENT | LEGACY FINANCIAL | LEBLANC FINANCIAL ALLIANCE | KRM FINANCIAL SERVICES | JOHN GALT WEALTH SOLUTIONS | INSIGHT WEALTH GROUP | IJK FUNDS | HUDSONPOINT CAPITAL | HILL & HILL FINANCIAL | GOVIC CAPITAL | GOLUB CAPITAL | FREEDOM FINANCIAL WEALTH AND TAX, LLC | FINCADIA CAPITAL PARTNERS | FINANCIAL RESOURCE MANAGEMENT | DUPRE CARRIER GODCHAUX FINANCIAL SERVICES | CYGNUS CAPITAL | CURA WEALTH PARTNERS | CREATIVE HEALTH CAPITAL, LLC | COOPER TOWER WEALTH | CONNER FINANCIAL LLC | CALIBER FINANCIAL PARTNERS | AXXCESS WEALTH MANAGEMENT, LLC | AXXCESS WEALTH MANAGEMENT LLC | AVENA IMPACT WEALTH ADVISORS | ARNO WEALTH MANAGEMENT, LLC | ARETE WEALTH ADVISORS, LLC | ALVERY BARTLETT GROUP | ALTERNATIVE INVESTMENT SPECIALISTS LLC

CRD#: 145488 / SEC#: 801-69827
RIA
Registered Investment Advisory firm - SEC (1/5/2009 Approved)
District of Columbia
Registered Investment Advisory firm - District of Columbia (1/12/2009 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (1/8/2008 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (2/10/2009 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (1/22/2009 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (1/12/2009 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(9/16/2026)
IAR
Florida
(11/23/2020)
RR
Florida
(9/20/2022)
RR
Illinois
(12/1/2020)
RR
Kansas
(12/1/2020)
RR
Michigan
(12/9/2022)
RR
Texas
(11/23/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2020About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2014About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2020About the Series 7TO exam

Series 7 — General Securities Representative Examination

Passed Apr 2006About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2000About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Aug 2006About the Series 24 exam

Series 27 — Financial and Operations Principal Examination

Passed Oct 2002About the Series 27 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed May 2000About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Fehr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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