Brian J Wohlner

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

• 06/2014 → 02/2017
  Ubs Financial Services
  Denver, CO
• 02/2017 → Present
  Hightower Securities, Llc
  Greenwood Village, CO
• 02/2017 → Present
  Hightower Advisors, Llc
  Greenwood Village, CO

Previous Registrations

• 2014-08-11 → 2017-02-27
  Ubs Financial Services Inc.
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2014-08-11

Other Names

• Brian J Wohler