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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

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
Massmutual Downers Grove IL 08/2016 04/2021
Mml Investors Services, Llc Downers Grove IL 03/2017 04/2021
Lpl Financial, Llc Downers Grove IL 04/2021 Present
Highpoint Advisor Group, Llc Dba High Point Planning Partners Downers Grove IL 04/2021 Present
  • 08/2016 → 04/2021
    Massmutual
    Downers Grove, IL
  • 03/2017 → 04/2021
    Downers Grove, IL
  • 04/2021 → Present
    Lpl Financial, Llc
    Downers Grove, IL
  • 04/2021 → Present
    Highpoint Advisor Group, Llc Dba High Point Planning Partners
    Downers Grove, IL
Previous Registrations
  • 2021-05-05 → 2021-12-31
    Highpoint Planning Partners
    Downers Grove, IL
  • 2017-03-25 → 2021-04-06
    Lisle, IL
  • 2016-08-24 → 2017-03-25
    Msi Financial Services, Inc.
    Downers Grove, IL
  • 2007-11-15 → 2016-07-25
    Msi Financial Services, Inc.
    Downers Grove, IL
Other Businesses

1. 4/6/2021 - PROFESSIONAL WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month/ Hours During Securities Trading - Time Spent 100%. 2. 4/6/2021 - PWA - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/05/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 4/6/2021 - HIGHPOINT PLANNING PARTNERS LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/05/2021 - 160 Hours Per Month/8 Hour During Securities Trading - Time Spent 100%. 4. 5/12/2021 - HighPoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 04/05/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through HighPoint Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 4/5/2021. 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. 5. 02/22/2024 - Equilibrium Wealth Management, LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/19/2024 - 0 Hrs/Mo.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-05
S63 Uniform Securities Agent State Law Examination 2006-02-24
  • S65 Uniform Investment Adviser Law Examination
    2007-11-05
  • S63 Uniform Securities Agent State Law Examination
    2006-02-24
Designations
Other Names
  • Michelle Twait
  • Michelle Marie Twait

View on SEC IAPD

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