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Brian J Wohlner

Hightower Advisors, LLC

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About Brian J Wohlner

Brian Wohlner is a financial advisor who is registered with Hightower Advisors, LLC. Brian has been in the industry since 2014. Brian has Series 66, Series 7, and SIE licenses and has specialized experience in areas like investment management, financial planning and pension consulting. Brian is registered to provide investment advice in California and Colorado.

Firm Information

Brian Wohlner is currently registered with Hightower Advisors, LLC. Hightower Advisors, LLC is a financial advisor headquartered in CHICAGO, IL. They provide financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. The firm has approximately 130,239,337,374 USD in regulatory assets under management. Hightower Advisors, LLC serves high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, insurance companies, individuals other than high-net-worth, banking or thrift institutions, and state or municipal government entities.
Hightower Advisors, LLC

200 W. MADISON ST.

CHICAGO, IL 60606

$130.24B

Assets Under Management

100

Total Clients

889

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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treasury management for corporate clients

Treasury management for corporate clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainer or service fees or some combination of 1, 2, 4, 5 & 7

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Brian Wohlner’s Registration & Firm History

IL

02/16/2017 - Present

Hightower Advisors, LLC (CHICAGO IL)

CO

07/17/2014 - 02/27/2017

UBS FINANCIAL SERVICES INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 08/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian J Wohlner.
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