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Current Employers
Highpoint Planning Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-24
IL RA APPROVED 2021-12-08
  • TX RA
    APPROVED
    Since 2025-08-24
  • IL RA
    APPROVED
    Since 2021-12-08

Branch Locations

9661 West 143Rd Street Suite 101, Orland Park, IL 60462 • 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
Evans Senior Investments Chicago IL 03/2016 09/2018
5M Group Chicago IL 09/2018 12/2018
Lpl Financial, Llc Orland Park IL 11/2018 Present
Lpl Financial, Llc La Grange IL 02/2015 08/2017
Highpoint Advisor Group, Llc (Dba: Mccabe Financial Group) Orland Park IL 12/2018 Present
  • 03/2016 → 09/2018
    Evans Senior Investments
    Chicago, IL
  • 09/2018 → 12/2018
    5M Group
    Chicago, IL
  • 11/2018 → Present
    Lpl Financial, Llc
    Orland Park, IL
  • 02/2015 → 08/2017
    Lpl Financial, Llc
    La Grange, IL
  • 12/2018 → Present
    Highpoint Advisor Group, Llc (Dba: Mccabe Financial Group)
    Orland Park, IL
Previous Registrations
  • 2019-04-24 → 2021-12-31
    Highpoint Planning Partners
    Orland Park, IL
    Downers Grove, IL
Other Businesses

1. 06/01/2019 - ALPAR LABORATORIES/ OTHER - BUSINESS OWNER/ NOT INVESTMENT RELATED / 1%/ MCCOOK, IL 2. 4/8/2019 - HIGHPOINT ADVISOR GROUP, LLC - DBA: (Hybrid) McCabe Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin. - Started 12/21/2018 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100%. 3. 4/8/2019 - Highpoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 12/21/2018 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Highpoint Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 12/2018. 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 firm is separate from and independent of LPL Financial. 4. 03/04/2025- McCabe Financial Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/01/2019- 240 Hours Per Month- 170 Hours During Trading 5. 11/03/2025 - McCabe Financial Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/01/2019 - 240 hours per month/ 170 hours during trading 6. 12/22/2025 - Rosalie Court Financial Inc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 11/01/2025 - 1 hour per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-26
  • S66 Uniform Combined State Law Examination
    2019-03-26
Designations

View on SEC IAPD

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