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Current Employers
Highpoint Planning Partners

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

Current Registrations

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

Branch Locations

10 West Illinois Street Suite 120, St. Charles, IL 60174 • United States

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • 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, Llc St. Charles IL 01/2007 Present
Highpoint Planning Partners D/B/A Onpath Financial St. Charles IL 10/2013 Present
  • 01/2007 → Present
    Lpl Financial, Llc
    St. Charles, IL
  • 10/2013 → Present
    Highpoint Planning Partners D/B/A Onpath Financial
    St. Charles, IL
Previous Registrations
  • 2013-11-01 → 2021-12-31
    Highpoint Planning Partners
    Downers Grove, IL
    St. Charles, IL
    St. Charles, IL
  • 2004-09-20 → 2007-01-16
    Geneva, IL
    Geneva, IL
Other Businesses

1. 01/11/2007 - DBA - ONPATH FINANCIAL, LLC. 2. 11/4/2013: REGISTERED INVESTMENT ADVISOR - HIGHPOINT PLANNINGPARTNERS DBA ONPATH FINANCIAL - PROVIDE FINANCIAL PLANS AND/OR ADVICE FOR HOURLY AND/OR FIXED FEES. - HIGHPOINT PLANNING PARTNERS - TIME SPENT 80% - ST. CHARLES, IL. 3. 07/29/2014 - HIGHPOINT ADVISOR GROUP , LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 160 HOURS PER MONTH - ST. CHARLES, IL 4. 10/14/2022 - Cyclones Amateur Hockey Association - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - assistant coach - Start Date - 09/25/2022 - 12 Hours Per Month/0 Hours During Securities Trading 5. 11/20/2025 - Other - Athletics - Referee - Hockey Referee - Not Investment Related - Various Ice Rinks in Chicagoland - Start Date 12/01/2025 - 10 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-02
  • S66 Uniform Combined State Law Examination
    2004-07-02
Designations
Other Names
  • Rich Kitick

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