Kimberly
Obrien

Hightower Advisors, LLC

CRD#6753835
Investment Advisor
in Chicago, IL

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About this Advisor

Kimberly Obrien is a financial advisor based in Chicago, Illinois, working with Hightower Advisors, LLC. Kimberly has previously held positions at Trust Company Of Illinois, Tc Wealth Partners, and Hightower Advisors. Kimberly is registered to provide services in Illinois. Currently, Kimberly is part of Hightower Advisors, LLC, which operates out of Chicago, Illinois. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

200 W. Madison St. Suite 2500
Chicago, IL 60606

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

IL Average: $6,674,516,078
Total Number of Employees

1,816

IL Average: 44
Total Number of Accounts

178,256

IL Average: 2,564
Average Account Size

$730,631

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Kimberly Obrien Work History

2021 - Present (3 years)

Hightower Advisors

2017 - 2021 (4 years)

Tc Wealth Partners

2014 - 2017 (3 years)

Trust Company Of Illinois

2008 - 2014 (6 years)

Trust Company Of Illinois

Disclosures

Please visit the SEC profile of Kimberly Obrien 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

Jacob Brown
Chicago, IL
Phillip Barnhill
Chicago, IL
Emily Lassiter
Birmingham, AL
Alexandra Emma
Naples, FL
Mathew Kraines
Newport Beach, CA
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Jin Liu
Deerfield, IL

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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.

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