Highpoint Advisor Group, LLC

Highpoint Advisor Group, LLC (CRD# 163768) is a financial advisory firm headquartered in Downers Grove, IL. They manage $1,861,708,237 in 8,287 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,862
    MILLION
  • Total Number of Accounts
    8,287
    ACCOUNTS
  • Average Account Value
    $224,654
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Highpoint Advisor Group, LLC
Showing 1 - 10 of 67 top financial advisors.
1
Michael D. Bellis
CRD#: 2371999
2001 Butterfield Road, Suite 1000, Downers Grove, IL 60515
96
Wealthminder
score

Michael Bellis (CRD# 2371999) is an Investment Advisor Representative working at Highpoint Advisor Group, LLC in Downers Grove, IL and has over 24 years of experience in the finance industry. Michael Bellis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Randall T. Bruns
CRD#: 4416255
2001 Butterfield Road, Suite 1000, Downers Grove, IL 60515
96
Wealthminder
score

Randall Bruns (CRD# 4416255) is an Investment Advisor Representative working at Highpoint Advisor Group, LLC in Downers Grove, IL and has over 16 years of experience in the finance industry. Randall Bruns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brian C. Doak
CRD#: 4495258
3815 River Crossing Parkway, Suite 100, Indianapolis, IN 46240
96
Wealthminder
score

Brian Doak (CRD# 4495258) is an Investment Advisor Representative working at Highpoint Advisor Group, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry. Brian Doak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert M. Dopke
CRD#: 2254904
201 West Big Beaver, Suite 715, Troy, MI 48084
96
Wealthminder
score

Robert Dopke (CRD# 2254904) is an Investment Advisor Representative working at Highpoint Advisor Group, LLC in Troy, MI and has over 25 years of experience in the finance industry.

5
John D. Duckworth
CRD#: 5156393
3140 Finley Rd, Suite E, Downers Grove, IL 60515
96
Wealthminder
score

John Duckworth (CRD# 5156393) is an Investment Advisor Representative working at Highpoint Advisor Group, LLC in Downers Grove, IL and has over 11 years of experience in the finance industry. John Duckworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Willard J. Einspar
CRD#: 2482864
3000 Woodcreek Drive, Unit 210, Downers Grove, IL 60515
96
Wealthminder
score

Willard Einspar (CRD# 2482864) is an Investment Advisor Representative working at Highpoint Advisor Group, LLC in Downers Grove, IL and has over 24 years of experience in the finance industry. Willard Einspar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Annette E. Findling
CRD#: 2293189
980 North Michigan Avenue, Suite 1245, Chicago, IL 60611
96
Wealthminder
score

Annette Findling (CRD# 2293189) is an Investment Advisor Representative working at Highpoint Advisor Group, LLC in Chicago, IL and has over 25 years of experience in the finance industry. Annette Findling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Barbara J. Gawdzik
CRD#: 1614504
400 Lake Street, Oak Park, IL 60302
96
Wealthminder
score

Barbara Gawdzik (CRD# 1614504) is an Investment Advisor Representative working at Highpoint Advisor Group, LLC in Oak Park, IL and has over 31 years of experience in the finance industry. Barbara Gawdzik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Brian M. Gedonius
CRD#: 2721593
200 South Wacker Drive, Suite 3100, Chicago, IL 60606
96
Wealthminder
score

Brian Gedonius (CRD# 2721593) is an Investment Advisor Representative working at Highpoint Advisor Group, LLC in Chicago, IL and has over 13 years of experience in the finance industry. Brian Gedonius has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Brandy L. Harrington
CRD#: 3123489
3140 Finley Road, Suite E, Downers Grove, IL 60515
96
Wealthminder
score

Brandy Harrington (CRD# 3123489) is an Investment Advisor Representative working at Highpoint Advisor Group, LLC in Downers Grove, IL and has over 19 years of experience in the finance industry. Brandy Harrington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.