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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 2024-01-11
  • IL RA
    APPROVED
    Since 2024-01-11

Branch Locations

2655 Warrenville Road, Suite 110, 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
Nuveen Investments Chicago IL 06/2016 01/2020
Pacific Investment Management Company Llc New York NY 01/2020 05/2022
Pimco Investments Llc New York NY 01/2020 05/2022
Lpl Financial Llc Downers Grove IL 11/2023 Present
Unemployeed Glen Ellyn IL 05/2022 11/2023
Highpoint Advisor Group, Llc Downers Grove IL 01/2024 Present
  • 06/2016 → 01/2020
    Nuveen Investments
    Chicago, IL
  • 01/2020 → 05/2022
    Pacific Investment Management Company Llc
    New York, NY
  • 01/2020 → 05/2022
    Pimco Investments Llc
    New York, NY
  • 11/2023 → Present
    Lpl Financial Llc
    Downers Grove, IL
  • 05/2022 → 11/2023
    Unemployeed
    Glen Ellyn, IL
  • 01/2024 → Present
    Highpoint Advisor Group, Llc
    Downers Grove, IL
Previous Registrations
Other Businesses

1.11/17/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name HighPoint Planning Partners, LLC; Investment Related; at Reported Business Location(s); Start Date 11/17/2023; 160hrs/mth; 8hrs during trading 2.01/31/2024; (Hybrid) HighPoint Advisor Group / HighPoint Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 01/26/2024; 160hrs/mth; 120hrs during trading; I provide financial planning and consulting services through HighPoint Advisor Group, an independent investment advisor firm. I started this business activity in1/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 3.05/20/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Aura Wealth Management LLC; Investment Related; at Reported Business Location(s); Start Date 06/01/2025; 160hrs/mth; 120hrs during trading 4.08/05/2026; (Hybrid) TMS Wealth LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 06/25/2026; 170hrs/mth; 120hrs during trading;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-05
  • S66 Uniform Combined State Law Examination
    2009-09-05
Other Names
  • Robertina Meckaroska
  • Tina Lukajic

View on SEC IAPD

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