Dennis Thurman
- Role
- High-net-worth Investment Advisor at Arete Wealth
- Location
- Sioux Falls, SD, US
- LinkedIn followers
- 500 followers
About Dennis Thurman
Dennis Thurman, AWMA®, CWS® Mr. Thurman has over 25 years of investment experience…
Experience
High-net-worth Investment Advisor
Jan 2016 — Present
Arete Wealth, Inc. has been ranked a “Top Independent Broker-Dealer for 2020” for the fourth year in a row by Investment News and ranked #1 in private placement revenue as 95% of our investors are accredited investors. “Arete” is an ancient Greek term that means “excellence and virtue.” Arete Wealth is a boutique firm that offers wealth management for high-net worth individuals and institutions, alternative investments, venture capital and private equity programs. Our creative and carefully-vetted partnerships bring distinct alternative investment opportunities to our clients they cannot get elsewhere. We’re bold in our pursuit of opportunities where others in our industry tend to dismiss anything not in the ‘conventional box.’ Our commitment to this boldness isn’t reckless; rather, our unique offerings have been vetted with the highest level of intellectual rigor. To evaluate investment opportunities, our strong focus is on due diligence. This means our clients may access endowment-type investing traditionally reserved for institutions. Because there’s always risk present, our extensive due diligence team conducts their own research on products to seek the best fit for our clients. Member FINRA and SIPC
Education
Cannon Financial Institute
Certified Wealth Strategist®, Specialize in working with high net-worth investors
College for Financial Planning
AWMA® or Accredited Wealth Management Advisor℠, High net worth investors
Skills
- Estate Planning
- Finra
- Finance
- Retirement Planning
- Alternative Investments
- Investment Management
- Strategic Planning
- High Net Worth Individuals
- Investment Banking
- Financial Services
- Private Equity
- Wealth
- Wealth Management
- Strategy
- Venture Capital
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