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Michael James Wamp

Hightower Advisors, LLC

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About Michael James Wamp

Michael Wamp is a financial advisor with Hightower Advisors, LLC, a firm that provides financial planning, investment management, and other related services. Michael is licensed to offer financial advice in New York and Illinois. He has been in the industry since 1996. He is also a Managing Partner at LakeWater Capital LLC. Michael is known for his expertise in portfolio management and financial planning for individuals, businesses, and charitable organizations.

Firm Information

Michael Wamp 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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Michael Wamp’s Registration & Firm History

NY

03/18/2021 - Present

Hightower Advisors, LLC (Buffalo NY)

NY

02/22/2001 - 06/27/2003

UBS SECURITIES LLC (NEW YORK NY)

NY

10/29/1999 - 02/26/2001

LEHMAN BROTHERS INC. (NEW YORK NY)

CA

05/06/1998 - 11/10/1999

BANCBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)

NE

08/14/1996 - 09/19/1996

DATEK SECURITIES CORP. (OMAHA NE)

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Licenses & Designations

IA

Issued 06/15/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Wamp.
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