Brian
Wohlner
Hightower Advisors, LLC
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About this Advisor
Brian Wohlner is a financial advisor working out of Chicago, Illinois, with 6 years of industry experience. Wohlner currently works for Hightower Advisors, LLC. Throughout their career, they have worked at Quadriga Partners, LLC, Student, Ubs Financial Services, Hightower Securities, LLC and Hightower Advisors, LLC. Wohlner maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Hightower Advisors, LLC is an advisory firm based out of Chicago, IL. The firm has offices in 100 locations and a total of 1,700 advisors. It oversees $105 billion in assets under management between its 144,757 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 474 charitable organizations. Of its 144,757 accounts, just 13% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fee types charged by Hightower Advisors, LLC can consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hightower Advisors, LLC Brokerage Details
$105,230,209,755
1,700
144,757
$726,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Brian Wohlner Work History
Brian has been registered as a financial advisor for 6 years.*
Hightower Securities, LLC
Hightower Advisors, LLC
Ubs Financial Services
Quadriga Partners, LLC
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Wohlner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hightower Advisors, LLC
San Diego, CA
Chicago, IL
Alpharetta, GA
Downers Grove, IL
Melville, NY
Bellevue, WA
Dallas, TX
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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