Brendon Winkler

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

• 11/2015 → 10/2019
  Td Ameritrade
  Fort Worth, TX
• 10/2019 → 03/2020
  Unemployed
  Saint Louis, MO
• 03/2020 → 01/2021
  Doctors Without Quarters
  Chesterfield, TX
• 01/2021 → 12/2022
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 12/2022 → Present
  Hightower Advisors
  Azle, TX

Previous Registrations

• 2021-02-04 → 2023-01-26
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 2020-03-25 → 2021-02-02
  Larson Financial Group, Llc
  Saint Louis, MO
  Chesterfield, MO
• 2018-07-09 → 2019-10-30
  Td Ameritrade, Inc.
  Westlake, TX
  St. Louis, MO
• 2018-07-09 → 2019-10-30
  Td Ameritrade Investment Management, Llc
  Southlake, TX
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2018-07-06
• S63 Uniform Securities Agent State Law Examination
  2015-12-22

Other Names

• Brendon Edward Winkler