Matthew David Wisehaupt

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

• 10/2017 → Present
  Hightower Securities, Llc
  Chicago, IL
• 07/2016 → 02/2017
  Cleveland Clinic
  Cleveland, OH
• 07/2016 → 05/2017
  Case Western Reserve University
  Cleveland, OH
• 05/2017 → 10/2017
  Unemployed
  Stuart, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-02-20