Best Investors Account Sign in
Inactive

Johnathan Mitchell Kulikowski

Highpoint Planning Partners

Downers Grove, IL

Palatine, IL

CRD 6008131

Claim This Profile
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:

Current Employers
Highpoint Planning Partners

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-03
  • IL RA
    APPROVED
    Since 2024-06-03

Branch Locations

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

220 North Smith Street Suite 305, Palatine, IL 60067 • 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
Vantage Financial Partners Limited Arlington Heights IL 11/2013 07/2024
Highpoint Advisor Group, Llc Palatine IL 05/2024 Present
  • 11/2013 → 07/2024
    Vantage Financial Partners Limited
    Arlington Heights, IL
  • 05/2024 → Present
    Highpoint Advisor Group, Llc
    Palatine, IL
Previous Registrations
  • 2013-11-13 → 2024-07-31
    Vantage Financial Partners Limited
    Arlington Heights, IL
Designations
  • Certified Financial Planner
Other Names
  • Jay Mitchell Kulikowski

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Downers Grove, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor