Kevin Leo Wager
Investment adviser representative at Hightower Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$198.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Hightower Advisors, LLCJul 2018 to now
- Hightower Securities LLCJul 2018 to now
- Haverford Trust SecuritiesApr 2017 to Jul 2018
- The Haverford Trust CompanyApr 2017 to Jul 2018
- The Vanguard Group, Inc.Apr 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hightower Advisors, LLC
$198.6BAssets managed
64,035Clients
1,036Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6285273
- Firm CRD
- 145323