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Haskel B Weiss

Highpoint Planning Partners

Northbrook, IL

Downers Grove, IL

CRD 7377029

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

Branch Locations

400 Skokie Blvd Suite 415, Northbrook, IL 60062 • 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
Highpoint Advisor Group, Llc Downers Grove IL 05/2021 Present
Twg Benefits, Inc. Northbrook IL 07/1995 Present
  • 05/2021 → Present
    Highpoint Advisor Group, Llc
    Downers Grove, IL
  • 07/1995 → Present
    Twg Benefits, Inc.
    Northbrook, IL
Previous Registrations
  • 2021-05-13 → 2021-12-31
    Highpoint Planning Partners
    Northbrook, IL
    Downers Grove, IL
Other Businesses

TWG Benefits, Inc. - non-investment related; President; July 1, 1995 to present; approx. 40 hours/week during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-09
  • S65 Uniform Investment Adviser Law Examination
    2021-03-09

View on SEC IAPD

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