Daniel Scott Tresemer

Current Employers

Employment History

• 01/2007 → Present
  Lpl Financial Llc
  St. Charles, IL
• 10/2013 → Present
  Highpoint Advisor Group, Llc (Dba: On Path Financial)
  St. Charles, IL

Previous Registrations

• 2013-11-12 → 2021-12-31
  Highpoint Planning Partners
  St. Charles, IL
  Downers Grove, IL
  St. Charles, IL
• 2004-01-29 → 2007-01-16
  Thrivent Investment Management Inc.
  Geneva, IL
  Geneva, IL

Other Businesses

1. 11/10/2006 - Non-Variable Insurance - INV REL - health insurance business through blue cross/blue shield - 0 Hrs/Mth - 0 Hrs During Trading - 2% TIME SPENT 2. 08/07/2009 - OnPath Financial, LLC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - Co-Managing Partner, Branch Manager - 0 Hrs/Mth - 0 Hrs During Trading. 3. 08/17/2010 - OnPath Outreach - NOT INV REL - For-Profit Board Member - OnPath Outreach was created to help in fulfilling the charitable service desires of employees, clients, and friends on OnPath Financial (DBA). 0 Hrs/Mth - 0 Hrs During Trading -1% TIME SPENT . 4. 07/29/2014 - HighPoint Advisor Group, LLC - INV REL - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 0 Hrs/Mth - 0 Hrs During Trading -70% TIME SPENT. 5. 07/29/2014 - On Path Financial - INV REL - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - 0 Hrs/Mth - 0 Hrs During Trading. 6. 3/29/2017 - OnPath Private Client - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2017 - 80 Hours Per Month/60 Hours During Securities Trading. 7. 12/30/2024- Onpath Holdings, LLC- Business Entity For Tax/Investment Purposes Only- At Reported Business Location(s)-Start date 10/01/2023- 0 Hrs/Mth - 0 Hrs During Trading. 8. 12/30/2024- OnPath Legacy Partners, LLC- Not Investment Related - Business Entity For Tax/Investment Purposes Only- At Reported Business Location(s)- Start date 09/30/2022 - 0 Hrs/Mth - 0 Hrs During Trading. 9. 01/31/2025- OnPath Financial, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/01/2014- 200 Hours Per Month- 120 Hours During Trading 10. 08/05/2025 - OnPath Financial, Daniel S Tresemer - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date 01/01/2016 - 1 Hrs/Mth - 1 Hrs During Trading. 11. 04/07/2026 - Vantage Financial Partners HoldCo, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Palatine, IL - Start Date 07/01/2024 - 40 hours per month/ 20 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-15
• S63 Uniform Securities Agent State Law Examination
  1997-11-06

Designations

Other Names

• Dan Tresemer