Christopher Laporta (CRD# 7832278) is an Investment Advisor Representative working at River Street Advisors, LLC in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| River Street Advisors, LLC | Aurora, IL | Jan 2024 - Current | < 1 |
| Old Second National Bank | Aurora, IL | Jan 2024 - Current | < 1 |
| Midland Wealth Advisors, LLC | Chicago, IL | Nov 2023 - Feb 2024 | < 1 |
| Midland Wealth Management | Chicago, IL | Jun 2021 - Feb 2024 | 2 |
| Atg Trust Company | Chicago, IL | Sep 2008 - May 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- IL
-
Total Assets Under Management316MILLIONS
-
Total Number of Accounts754ACCOUNTS
-
Average Account Value$419,394
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, IN, TX, WI
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