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Inactive

Steven Lee

Highpoint Planning Partners

Downers Grove, IL

San Jose, CA

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Current Employers
Highpoint Planning Partners

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-07
  • CA RA
    APPROVED
    Since 2025-07-07

Branch Locations

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

2033 Gateway Place 5Th Floor, San Jose, CA 95110 • 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 Dba Intrinsic Wealth Management Santa Clara CA 07/2025 Present
Segmind Santa Clara CA 01/2024 03/2025
Eqbr Santa Clara CA 01/2022 09/2023
Maxim Integrated San Jose CA 05/2018 12/2021
Lumentum Milpitas CA 05/2016 05/2018
Unemployed N/A XX 04/2025 06/2025
Unemployed N/A XX 10/2023 12/2023
  • 07/2025 → Present
    Highpoint Advisor Group, Llc Dba Intrinsic Wealth Management
    Santa Clara, CA
  • 01/2024 → 03/2025
    Segmind
    Santa Clara, CA
  • 01/2022 → 09/2023
    Eqbr
    Santa Clara, CA
  • 05/2018 → 12/2021
    Maxim Integrated
    San Jose, CA
  • 05/2016 → 05/2018
    Lumentum
    Milpitas, CA
  • 04/2025 → 06/2025
    Unemployed
    N/A, XX
  • 10/2023 → 12/2023
    Unemployed
    N/A, XX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-07
  • S65 Uniform Investment Adviser Law Examination
    2025-07-07

View on SEC IAPD

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Other Offices

JMG FINANCIAL GROUP LTD · DOWNERS GROVE, IL
ARBOR FINANCIAL SERVICES, LLC · DOWNERS GROVE, IL
CAPSTONE FINANCIAL ADVISORS INC · DOWNERS GROVE, IL
FELDMAN, INGARDONA & CO · DOWNERS GROVE, IL
CLEMENT STREET CAPITAL LLC · DOWNERS GROVE, IL
EAGLE STRATEGIES LLC · DOWNERS GROVE, IL
AMERIPRISE FINANCIAL SERVICES, LLC · DOWNERS GROVE, IL
EDWARD JONES · DOWNERS GROVE, IL

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