Kalli Greenlee (CRD# 6058444) is an Investment Advisor Representative working at Hightower Advisors, LLC in Chicago, IL and has over 11 years of experience in the finance industry. Kalli Greenlee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hightower | Chicago, IL | Oct 2020 - Current | 3 |
| Mml Investors Services, LLC | Austin, TX | Mar 2017 - Oct 2020 | 3 |
| Massmutual Life Insurance Co | Austin, TX | Jul 2016 - Oct 2020 | 4 |
| Metlife Securities Inc. | Austin, TX | Jan 2015 - Mar 2017 | 2 |
| New England Securities | Austin, TX | Jul 2012 - Jan 2015 | 2 |
| New England Financial | Austin, TX | May 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- TX
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Total Assets Under Management130,239MILLIONS
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Total Number of Accounts178,256ACCOUNTS
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Average Account Value$730,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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