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Craig Giovanni Bodden

Investment Adviser Representative at ARETE WEALTH ADVISORS, LLC

SAN FRANCISCO, CACRD #3209902Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
13 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 13 states
ArizonaCaliforniaFloridaGeorgiaIdahoMichiganNebraskaNevadaNew MexicoOregonTexasWashingtonWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/29/1999
Series 24
General Securities Principal Examination
Passed 8/16/2004
Series 79TO
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/22/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $249,0003.00%
$250,000 - $749,9992.50%
$750,000 - $1,499,9992.00%
$1,500,000 - $4,999,9991.75%
$5,000,000 and over1.50%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ARETE WEALTH Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ARETE WEALTH MANAGEMENT, LLCCurrent
3/18/2009SAN FRANCISCO, CA
PRIVATE CONSULTING GROUP, INC.
7/31/20063/19/2009SAN FRANCISCO, CA
NFP SECURITIES, INC.
5/2/20008/7/2006SAN FRANCISCO, CA
PRUCO SECURITIES CORPORATION
4/23/19994/13/2000NEWARK, NJ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Craig Giovanni Bodden has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Craig Giovanni Bodden - Financial Advisor in SAN FRANCISCO, CA | AdvisorFinder