Kristen Crouthamel
Kristen Crouthamel is a registered investment advisor at Arete Wealth Advisors, LLC, based in West Des Moines, IA, with 22 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
6600 Westown Pkwy, Suite 190, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristen owns rental property, is an independent insurance agent for various companies since 2023, and is a notary public. She also serves on several boards and is involved with local chambers of commerce and the Lions Club, dedicating minimal time to each activity.
Employment History
Current Registrations
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Vsr Financial Services, INC.Broker
Dewaay Financial Network, LLCBroker
Vsr Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.