Thomas Olexa
Thomas Olexa is a CFP, ChFC-designated registered investment advisor at Hightower Advisors, LLC, based in Downers Grove, IL, with 38 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.
Location
1901 Butterfield Road, Suite 1000, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2004Customer Dispute
April 2004Customer Dispute
November 2002Employment History
Current Registrations
Hightower Advisors, LLC
Hightower Securities, LLC
Hightower Securities, LLCBroker
Previous Registrations
Efg Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLCBroker
Executive Financial Group
Executive Financial Group
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.