Kurt Ellis Helmich
Financial Professional at Hightower Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kurt Ellis Helmich is a financial professional associated with Hightower Advisors, LLC in Oak Brook, IL, where they have been associated since 2024. They have worked in the securities industry since 2021 and were previously registered with Charles Schwab & Co., Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent).
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Charles Schwab & Co., Inc.Apr 2021 – Feb 2024Indianapolis, IN
- ACES (Alliance for Cooperative Energy Services)Aug 2020 – Nov 2020Carmel, IN
- Amy Cell TalentMay 2020 – Aug 2020Ypsilanti, MI
- Camis IncMay 2019 – Aug 2019Ann Arbor, MI
- Salads UpMar 2015 – Jul 2018Ann Arbor, MI
- Butler UniversityAug 2018 – Dec 2020Indianapolis, IN
- Washtenaw Technical Middle CollegeAug 2014 – Jun 2018Ypsilanti, MI
- UnemployedAug 2018 – Apr 2019Ann Arbor, MI
- UnemployedSep 2019 – Apr 2020Ann Arbor, MI
- UnemployedJan 2021 – Mar 2021Ann Arbor, MI
- Hightower AdvisorsFeb 2024 – Jul 2026Chicago, IL
- Integrated Wealth Concepts LLCJul 2026 – no end date reportedWaltham, MA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Hightower Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial advising and investment management, including personalized investment planning, balance sheet and income statement management, business planning, tax, estate planning, risk management, legacy planning, and trust services.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,050
- Offices listed on AdvisorFinder:
- 132
- Main office:
- Chicago, IL
- SEC file number:
- 801-69625
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at Hightower Advisors, LLC
Showing 12 of 1,050 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kurt Ellis Helmich has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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