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
Kyle Witt (CRD# 714979) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 20 years of experience in the finance industry.
Kelly Atkins (CRD# 7758019) is an Investment Advisor Representative working at Highpoint Planning Partners in Troy, MI and has 1 year of experience in the finance industry.
David Cimmarusti (CRD# 7099402) is an Investment Advisor Representative working at Highpoint Planning Partners in Saint Charles, IL and has over 3 years of experience in the finance industry.
Jayson Gorski (CRD# 7060034) is an Investment Advisor Representative working at Highpoint Planning Partners in Orland Park, IL and has over 2 years of experience in the finance industry.
Daniel Keller (CRD# 7456736) is an Investment Advisor Representative working at Highpoint Planning Partners in Saint Charles, IL and has over 2 years of experience in the finance industry.
Chase Lavery (CRD# 7401363) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 2 years of experience in the finance industry.
David Lecinski (CRD# 7783917) is an Investment Advisor Representative working at Highpoint Planning Partners in Naperville, IL and has 1 year of experience in the finance industry.
Ryan Oconnell (CRD# 7474166) is an Investment Advisor Representative working at Highpoint Planning Partners in Bloomingdale, IL and has over 2 years of experience in the finance industry.
Christopher Peterson (CRD# 7883818) is an Investment Advisor Representative working at Highpoint Planning Partners in Saint Charles, IL and has 1 year of experience in the finance industry.
James Taylor (CRD# 6749090) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 2 years of experience in the finance industry.