Robert Michael Dopke

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1996 → Present
  Lpl Financial, Llc
  Troy, MI
• 08/2015 → Present
  Highpoint Advisor Group
  Troy, MI

Previous Registrations

• 2015-09-21 → 2021-12-31
  Highpoint Planning Partners
  Troy, MI
  Downers Grove, IL

Other Businesses

1. 10/23/2015 - Highpoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2015 - 120 Hours Per Month During Securities Trading. 2. 10/30/2015 - Highpoint Advisor Group - DBA: Robert Dopke - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/01/2015 - 120 Hours Per Month During Securities Trading. 3. 11/2/2015 - Robert Dopke - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2015 - 120 Hours Per Month During Securities Trading. 4. 12/9/2020 - Kennedy Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/02/2020 - 120 Hours Per Month/7 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-07-06

Designations

• Chartered Financial Consultant