Elise Gaertner
Professional summary
Elise Gaertner is a registered financial professional currently at ARETE WEALTH MANAGEMENT, LLC located in Chicago, Illinois.
Elise is registered as a RR (Registered Representative) and started their career in finance in 2026. Elise has worked at 1 firm and has passed the Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Elise Gaertner's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 17, 2026 - Present
ARETE WEALTH MANAGEMENT, LLC
Office #1: 1115 W Fulton Market 3rd Floor, Chicago, IL 60607State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 7TO
Passed: 9/17/2026
General Securities Representative ExaminationFINRA
Current Firm
ARETE WEALTH MANAGEMENT, LLC
CRD#: 44856 / SEC#: , 8-50854
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ARETE WEALTH INC | DIRECT OWNER | |
| CUCHARALE, CATHERINE | CHIEF COMPLIANCE OFFICER | 3054881 |
| LEVINE, DAVID CHARLES | CHIEF EXECUTIVE OFFICER | |
| PARE, MONTEJAR DIMALANTA | MUNICIPAL SECURITIES PRINCIPAL | 2731190 |
| RAYNER, MICAH HARDING | REGISTERED OPTIONS PRINCIPAL / AML COMPLIANCE OFFICER | 6252596 |
| TROUSDALE, LAUREN NICOLE | FINANCIAL OPERATIONS PRINCIPAL | 5622407 |
Disclosures
| Regulatory Event | 2 |
| Civil Event | 1 |
| Arbitration | 3 |
Red Flags
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Company Information
ARETE WEALTH MANAGEMENT, LLC
CRD#: 44856Chicago, IL 60607TRUST BUT VERIFY
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