Rachel Dorothy Brown

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

• 10/2013 → 12/2024
  Financial Planning & Information Services, Inc.
  De Pere, WI
• 01/2025 → Present
  Hightower Advisors, Llc
  De Pere, WI

Previous Registrations

• 2013-10-30 → 2025-02-04
  Financial Planning And Information Services, Inc.
  De Pere, WI

Other Businesses

Rachel Brown is actively engaged in a Limited Liability Company, Black Puck Realty, LLC. Black Puck Realty, LLC. is a commercial real estate business that does generate income. Although actively involved in Black Puck Realty, LLC., the business operations require very little time. Black Puck Realty, LLC. was formed for the sole purpose of owning the office building that Financial Planning and Information Services, Inc. operates out of. This additional business activity has no impact on the day-to-day operations of Financial Planning and Information Services, Inc. 1 hour a month is spent on this activity. 6% of her yearly compensation is derived from this activity.

Designations

• Certified Financial Planner