Highpoint Planning Partners
Highpoint Planning Partners (CRD# 316636) is a financial advisory firm headquartered in Downers Grove, IL. They manage $3,001,000,000 in 13,229 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management3,001MILLION
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Total Number of Accounts13,229ACCOUNTS
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Average Account Value$226,850
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Jerome Kahn (CRD# 2115820) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 24 years of experience in the finance industry.
James Keller (CRD# 5192022) is an Investment Advisor Representative working at Highpoint Planning Partners in Saint Charles, IL and has over 17 years of experience in the finance industry.
Brandon Kennedy (CRD# 4568784) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 19 years of experience in the finance industry.
Andrew Keppy (CRD# 4369549) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 22 years of experience in the finance industry.
Matthew King (CRD# 5683008) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 13 years of experience in the finance industry.
Richard Kitick (CRD# 4794583) is an Investment Advisor Representative working at Highpoint Planning Partners in Saint Charles, IL and has over 19 years of experience in the finance industry.
Samuel Lee (CRD# 5847142) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 9 years of experience in the finance industry.
Peter Lesnik (CRD# 4746223) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 19 years of experience in the finance industry.
Richard Lloyd (CRD# 3259134) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 24 years of experience in the finance industry.
Richard Lloyd (CRD# 2940863) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 26 years of experience in the finance industry.