Kurt
Helmich

Hightower Advisors, LLC

CRD#7363758
Investment Advisor
in Oak Brook, IL

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About this Advisor

Kurt Helmich is a financial advisor based in Oak Brook, Illinois, working with Hightower Advisors, LLC. Kurt has previously held positions at Charles Schwab & Co., Inc, Aces (Alliance For Cooperative Energy Services), Amy Cell Talent, Camis Inc, Salads Up, Butler University, Washtenaw Technical Middle College, Student, and Hightower Advisors. Kurt has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Kurt is part of Hightower Advisors, LLC, which operates out of Oak Brook, 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

Series 63, Series 66

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

2211 York Road Suite 310
Oak Brook, IL 60523

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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

Kurt Helmich Work History

2024 - Present (0 year)

Hightower Advisors

2021 - Present (3 years)

Charles Schwab & Co., Inc

2020 - 2020 (< 1 year)

Aces (Alliance For Cooperative Energy Services)

2020 - 2020 (< 1 year)

Amy Cell Talent

2019 - 2019 (< 1 year)

Camis Inc

2018 - 2020 (2 years)

Butler University

2015 - 2018 (3 years)

Salads Up

2014 - 2018 (4 years)

Washtenaw Technical Middle College

2011 - 2014 (3 years)

Student

Disclosures

Please visit the SEC profile of Kurt Helmich 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

Nancy Bell
Downers Grove, IL
Bin Chen
Natick, MA
Emily Lassiter
Birmingham, AL
Alexandra Emma
Naples, FL
Sadie Lanzet
New York, NY
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Mathew Kraines
Newport Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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