Best Investors Account Sign in
Current Employers
Highpoint Planning Partners

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-12-08
  • MI RA
    APPROVED
    Since 2021-12-08

Branch Locations

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

201 West Big Beaver Road Suite 1001, Troy, MI 48084 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Troy MI 10/2008 Present
Highpoint Advisor Group Dba Kennedy Financial Group Troy MI 09/2015 Present
  • 10/2008 → Present
    Lpl Financial
    Troy, MI
  • 09/2015 → Present
    Highpoint Advisor Group Dba Kennedy Financial Group
    Troy, MI
Previous Registrations
  • 2015-09-09 → 2021-12-31
    Highpoint Planning Partners
    Troy, MI
    Downers Grove, IL
Other Businesses

1. 10/24/2008: Kennedy Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 9/23/2015: Highpoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/01/2015 - 120 Hours Per Month During Securities Trading - IAR. 3. 9/23/2015: Highpoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/01/2015 - 120 Hours Per Month During Securities Trading - IAR. 4. 03/24/2022 - No Business Name - Investment Related - Warren MI 48091 - Real Estate Rental - Start Date 03/01/2022 - 12 Hours Per Month/ 0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-27
  • S66 Uniform Combined State Law Examination
    2005-01-27

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Downers Grove, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor