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
Ronald Shih (CRD# 1336886) is an Investment Advisor Representative working at Highpoint Planning Partners in Chicago, IL and has over 38 years of experience in the finance industry.
Michael Smith (CRD# 4086330) is an Investment Advisor Representative working at Highpoint Planning Partners in Bolingbrook, IL and has over 24 years of experience in the finance industry.
David Swanson (CRD# 4110131) is an Investment Advisor Representative working at Highpoint Planning Partners in Naperville, IL and has over 23 years of experience in the finance industry.
Christie Tarsitano (CRD# 5236657) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 16 years of experience in the finance industry.
Richard Tarsitano (CRD# 1406393) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 33 years of experience in the finance industry.
Natasha Titova (CRD# 4079963) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 24 years of experience in the finance industry.
Daniel Tresemer (CRD# 2922195) is an Investment Advisor Representative working at Highpoint Planning Partners in Saint Charles, IL and has over 26 years of experience in the finance industry.
John Vandervoorn (CRD# 4154884) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 22 years of experience in the finance industry.
Stephen Visser (CRD# 3023343) is an Investment Advisor Representative working at Highpoint Planning Partners in Naperville, IL and has over 24 years of experience in the finance industry.
John Wills (CRD# 5754285) 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.