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).
-
Total Assets Under Management3,001MILLION
-
Total Number of Accounts13,229ACCOUNTS
-
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
Barbara Gawdzik (CRD# 1614504) is an Investment Advisor Representative working at Highpoint Planning Partners in Oak Park, IL and has over 36 years of experience in the finance industry.
Brian Gedonius (CRD# 2721593) is an Investment Advisor Representative working at Highpoint Planning Partners in Chicago, IL and has over 18 years of experience in the finance industry.
Mark Geoffrey (CRD# 6755723) is an Investment Advisor Representative working at Highpoint Planning Partners in Kankakee, IL and has over 6 years of experience in the finance industry.
Ann Greenberg (CRD# 1084718) is an Investment Advisor Representative working at Highpoint Planning Partners in Chicago, IL and has over 13 years of experience in the finance industry.
Francis Gutrich (CRD# 1628258) is an Investment Advisor Representative working at Highpoint Planning Partners in Orland Park, IL and has over 35 years of experience in the finance industry.
Brandy Harrington (CRD# 3123489) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 25 years of experience in the finance industry.
Loretta Harris (CRD# 1934099) 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.
David Henderson (CRD# 4914021) 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.
Michelle Juras (CRD# 5064522) 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.
Arash Kadivar (CRD# 4852856) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 15 years of experience in the finance industry.