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
Jason Nowitzki (CRD# 4051409) is an Investment Advisor Representative working at Highpoint Planning Partners in Carpentersville, IL and has over 24 years of experience in the finance industry.
Douglas O'connell (CRD# 4538806) is an Investment Advisor Representative working at Highpoint Planning Partners in Bloomingdale, IL and has over 21 years of experience in the finance industry.
Steven Ostrander (CRD# 1794204) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 32 years of experience in the finance industry.
Robert Perez (CRD# 2582253) is an Investment Advisor Representative working at Highpoint Planning Partners in Saint Charles, IL and has over 25 years of experience in the finance industry.
Scott Piggush (CRD# 5192182) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 17 years of experience in the finance industry.
Mark Powell (CRD# 4286919) is an Investment Advisor Representative working at Highpoint Planning Partners in Saint Charles, IL and has over 23 years of experience in the finance industry.
Carla Reilly (CRD# 3151464) is an Investment Advisor Representative working at Highpoint Planning Partners in Orland Park, IL and has over 24 years of experience in the finance industry.
Joel Riley (CRD# 2293413) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 30 years of experience in the finance industry.
Dory Rodriguez (CRD# 4400437) is an Investment Advisor Representative working at Highpoint Planning Partners in Oak Park, IL and has over 22 years of experience in the finance industry.
Douglas Schaffnit (CRD# 1070695) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 32 years of experience in the finance industry.