Joel Partyka Riley

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

• 05/2013 → Present
  High Point Planning Partners D/B/A Black Diamond Planners
  Downers Grove, IL

Previous Registrations

• 2013-06-19 → 2021-12-31
  Highpoint Planning Partners
  Downers Grove, IL
  Downers Grove, IL
• 2014-11-17 → 2015-12-31
  Patricia A. Heath & Associates, Inc.
  Northfield, IL

Other Businesses

1. 12/18/2013 BLACK DIAMOND PLANNERS DBA FOR RIA BUSINESS

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-15
• S63 Uniform Securities Agent State Law Examination
  1993-11-12

Designations

• Certified Financial Planner

Other Names

• Joel P Riley