Randy Erven Porzel

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → 09/2020
  Private Vista, Llc (Formerly Financial Strategy Network Llc)
  Chicago, IL
• 09/2020 → Present
  Hightower Advisors Llc
  Chicago, IL

Previous Registrations

• 2010-08-23 → 2020-11-04
  Private Vista, Llc
  Chicago, IL
  Chicago, IL
  Oak Brook, IL
• 2009-02-25 → 2010-08-25
  Raymond James Financial Services Advisors, Inc
  Chicago, IL
  Saint Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-02-20

Designations

• Certified Financial Planner