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Arete Wealth Strategists, LLC

Company Details

Name: Arete Wealth Strategists, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 02 Jan 2015 (10 years ago)
Company Number: e1557e40-c692-e411-ae63-001ec94ffe7f
File Number: 803625000026
Registered Office Address: 60 S 6th Str #2800, Mpls, MN 55402, USA
Principal Executive Office Address: C/O LIFETIME WORK, 200 SOUTHDALE CTR, EDINA, MN 55435–7000, USA
ZIP code: 55402
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ARETE WEALTH STRATEGISTS, LLC. 401(K) PLAN 2023 473111792 2024-07-23 ARETE WEALTH STRATEGISTS, LLC 3
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4153750850
Plan sponsor’s address 200 SOUTHDALE CTR, EDINA, MN, 55435

Signature of

Role Plan administrator
Date 2024-07-22
Name of individual signing ASHLEY MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-22
Name of individual signing ASHLEY MURPHY
Valid signature Filed with authorized/valid electronic signature
ARETE WEALTH STRATEGISTS, LLC. 401(K) PLAN 2022 473111792 2023-07-10 ARETE WEALTH STRATEGISTS, LLC 3
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4153750850
Plan sponsor’s address 729 N WASHINGTON AVE, 6TH FLOOR, MINNEAPOLIS, MN, 55415

Signature of

Role Plan administrator
Date 2023-07-09
Name of individual signing ASHLEY MURPHY
Valid signature Filed with authorized/valid electronic signature
ARETE WEALTH STRATEGISTS, LLC. 401(K) PLAN 2021 473111792 2022-10-17 ARETE WEALTH STRATEGISTS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4153750850
Plan sponsor’s address 60 SOUTH 6TH STREET, SUITE 2800, MINNEAPOLIS, MN, 55402

Signature of

Role Plan administrator
Date 2022-10-17
Name of individual signing ASHLEY MURPHY
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Ashley Murphy Manager C/O LIFETIME WORK, 200 SOUTHDALE CTR, EDINA, MN 55435–7000, USA

Agent

Name Role
Ashley Murphy Agent

Filing

Filing Name Filing date
Amendment - Limited Liability Company (Domestic)Election to 322C 2017-12-20
Annual Reinstatement - Limited Liability Company (Domestic) 2017-04-25
Administrative Termination - Limited Liability Company (Domestic) 2017-03-01
Original Filing - Limited Liability Company (Domestic) (Business Name: Arete Wealth Strategists, LLC) 2015-01-02

Date of last update: 24 Dec 2024

Sources: Minnesota's Official State Website