Highpoint Planning Partners

Highpoint Planning Partners (CRD# 163768) is a financial advisory firm headquartered in Downers Grove, IL. They manage $2,739,432,000 in 7,201 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,739
    MILLION
  • Total Number of Accounts
    7,201
    ACCOUNTS
  • Average Account Value
    $380,424
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, 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, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Highpoint Planning Partners
Showing 1 - 10 of 91 top financial advisors.
1
Peter M. Aldworth
CRD#: 6117375
2651 Warrenville Road, Suite 200, Downers Grove, IL 60515

Peter Aldworth (CRD# 6117375) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 8 years of experience in the finance industry.

2
Robin S. Anderson
CRD#: 2002689
2651 Warrenville Road, Suite 200, Downers Grove, IL 60515

Robin Anderson (CRD# 2002689) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 31 years of experience in the finance industry.

3
Eric J. Bartlett
CRD#: 5098332
Volo, IL

Eric Bartlett (CRD# 5098332) is an Investment Advisor Representative working at Highpoint Planning Partners in Volo, IL and has over 13 years of experience in the finance industry.

4
Michael D. Bellis
CRD#: 2371999
2651 Warrenville Road, Suite 200, Downers Grove, IL 60515

Michael Bellis (CRD# 2371999) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 28 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.

5
Jerome A. Bellm
CRD#: 2263859
814 North Liberty Street, Morris, IL 60450

Jerome Bellm (CRD# 2263859) is an Investment Advisor Representative working at Highpoint Planning Partners in Morris, IL and has over 29 years of experience in the finance industry.

6
Gregory P. Benner
CRD#: 4438329
2651 Warrenville Road, Suite 200, Downers Grove, IL 60515

Gregory Benner (CRD# 4438329) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 18 years of experience in the finance industry. Gregory Benner 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
Tammy T. Billadeau
CRD#: 5510003
3000 Woodcreek Drive, Suite 100, Downers Grove, IL 60515

Tammy Billadeau (CRD# 5510003) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 12 years of experience in the finance industry. Tammy Billadeau 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
John L. Boyer
CRD#: 4523916
2651 Warrenville Road, Suite 200, Downers Grove, IL 60515

John Boyer (CRD# 4523916) 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.

9
Kevin A. Brainerd
CRD#: 5546386
2651 Warrenville Road, Suite 200, Downers Grove, IL 60515

Kevin Brainerd (CRD# 5546386) 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. Kevin Brainerd 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
Christopher J. Breitenbach
CRD#: 5457671
2651 Warrenville Road, Suite 200, Downers Grove, IL 60515

Christopher Breitenbach (CRD# 5457671) 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.

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