Allison Buchholtz

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

• 05/2014 → 08/2020
  Kopp's Frozen Custard
  Greenfield, WI
• 09/2018 → 08/2019
  Ripon College
  Ripon, WI
• 08/2020 → 06/2021
  Unemployed
  De Pere, WI
• 06/2021 → 12/2024
  Financial Planning And Information Systems
  De Pere, WI
• 01/2025 → Present
  Hightower Advisors, Llc
  De Pere, WI

Previous Registrations

• 2024-08-13 → 2025-02-04
  Financial Planning And Information Services, Inc.
  De Pere, WI

Designations

• Certified Financial Planner

Other Names

• Allison Margaret Roetz
• Allison Margaret Buchholtz