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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:

Current Employers
Hightower Advisors, Llc

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-08
MN RA APPROVED 2026-04-01
TX RA APPROVED 2026-04-01
  • FL RA
    APPROVED
    Since 2026-04-08
  • MN RA
    APPROVED
    Since 2026-04-01
  • TX RA
    APPROVED
    Since 2026-04-01

Branch Locations

1600 Utica Avenue South Suite 900, St. Louis Park, MN 55416 • United States

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

St. Paul, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Timeless Health Solutions San Antonio TX 09/2012 03/2024
Meath Financial Group Minneapolis MN 09/2015 03/2024
Cetera Advisor Networks Llc El Segundo CA 11/2015 03/2024
Cwm, Llc Omaha NE 06/2017 03/2024
Journey Strategic Wealth Dba Meath Wealth Advisors El Segundo CA 07/2017 03/2026
Cetera Investment Advisers Llc Schaumburg IL 06/2023 03/2024
Pks Investments Albany NY 03/2024 03/2026
Hightower Chicago IL 03/2026 Present
  • 09/2012 → 03/2024
    Timeless Health Solutions
    San Antonio, TX
  • 09/2015 → 03/2024
    Meath Financial Group
    Minneapolis, MN
  • 11/2015 → 03/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2017 → 03/2024
    Omaha, NE
  • 07/2017 → 03/2026
    Journey Strategic Wealth Dba Meath Wealth Advisors
    El Segundo, CA
  • 06/2023 → 03/2024
    Schaumburg, IL
  • 03/2024 → 03/2026
    Pks Investments
    Albany, NY
  • 03/2026 → Present
    Hightower
    Chicago, IL
Previous Registrations
Other Businesses

Ayurvedic Consulting. Not Investment Related. Same as residential address. Education around Ayurvedic Medicine. 3/2024. Owner. 1. 0. Educating clients about Ayurvedic medicine. Fixed insurance with various companies. Investment related. Same as registered location. Fixed insurance. Agent. Insurance agent. 09/2018. 4. 4. Sells life, health, disability, annuities and long term care. Prana Impact, LLC. Not investment related. Same as residential location. Support company. 10/2023. Owner. 1. 0. Business function to assist with purchase of a book of business. Money with Kerry and Kristina. Not Investment Related. Same as residential address. Basic education is around money and one's relationship to money. 3/2024. Partner. 1. 4. Providing education around basic financial planning principles and the intersection of money, spirituality, and emotions.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-19
  • S66 Uniform Combined State Law Examination
    2016-02-19
Designations
  • Certified Financial Planner
Other Names
  • Kerry Jean Meath

View on SEC IAPD

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