Kaylee
Harteloo
Hightower Advisors, LLC
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About this Advisor
Kaylee Harteloo is a financial advisor who works out of Chicago, Illinois with a total of 1 year of industry experience. Harteloo is an advisor for Hightower Advisors, LLC. During their career, Harteloo has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Sole Food, American Eagle Outfitters, Justice, Palm Beach Tan, Battle Ground Community Education, Hockinson High School, University Of Washington, Clark College, Highland Private Wealth Management and Hightower Advisors. Harteloo has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Hightower Advisors, LLC is a financial advisory company that has its headquarters in Chicago, IL. The investment advisory business has offices in 100 locations and a total of 1,700 advisors. It controls $105 billion in total assets between its 144,757 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 474 charitable organizations. Of its 144,757 accounts, just 13% belong to high-net-worth investors who have at least $1 million in investable assets. Hightower Advisors, LLC provides 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. Financial management fee schedules typically depend on the type of financial services offered. However, fee types charged by Hightower Advisors, LLC most likely are comprised 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
Kaylee Harteloo Work History
Kaylee has been registered as a financial advisor for 1 years.*
Hightower Advisors
Highland Private Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America
Sole Food
Bank Of America
American Eagle Outfitters
University Of Washington
Palm Beach Tan
Clark College
Justice
Battle Ground Community Education
Hockinson High School
*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 Kaylee Harteloo 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
Greensboro, NC
Dallas, TX
Alpharetta, GA
Downers Grove, IL
Wayne, PA
Melville, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
