Stephen Mark Visser

Employer firm

Highpoint Planning Partners CRD 316636

$4.78B regulatory AUM 1,090 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → Present
  Lpl Financial Llc (F/K/A Linsco Private Ledger)
  Naperville, IL
• 10/2013 → Present
  Highpoint Planning Partners Dba Onpath Financial
  Naperville, IL

Previous Registrations

• 2013-11-12 → 2021-12-31
  Highpoint Planning Partners
  Naperville, IL
  Downers Grove, IL
• 2003-01-21 → 2006-05-09
  National Planning Corporation
  Napervile, IL
  Naperville, IL
• 2000-12-28 → 2003-01-21
  A. G. Edwards & Sons, Inc.
  Chicago, IL

Other Businesses

(1) 9/2/2009 - DBA ONLY - ONPATH FINANCIAL, LLC - NAPERVILLE, IL. (2) 7/21/2011 - NON-VARIABLE INSURANCE - INSURANCE AGENT - TIME SPENT 1% - NAPERVILLE, IL (3) 07/29/2014 - HIGHPOINT ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR DBA - ONPATH FINANCIAL - NAPERVILLE, IL (4)07/29/2014 - HIGHPOINT ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 80 HOURS PER MONTH - NAPERVILLE, IL (5) 06/13/2016 * Naperville Wealth Management, Inc * Business Entity For Tax/Investment Purposes Only * inv rel * 1717 N. Naper Blvd, Suite 200. Naperville, IL 60563 * S-Corporation for tax purposes only. Revenue sources are commissions from LPL Financial, advisory fees from Highpoint Advisor Group, and trail commissions from fixed insurance business. * start 01/01/2011 * 0 hrs/mo.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-20
• S63 Uniform Securities Agent State Law Examination
  1999-05-21