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Matthew James King

Highpoint Planning Partners

Downers Grove, IL

Wheaton, IL

Chicago, IL

CRD 5683008

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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 2021-11-01
  • IL RA
    APPROVED
    Since 2021-11-01

Branch Locations

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

126 South County Farm Road #2, Wheaton, IL 60187 • United States

Chicago, IL • 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
Edward Jones St Louis MO 07/2010 10/2019
Highpoint Advisor Group, Llc Chicago IL 10/2019 08/2025
Lpl Financial Llc Wheaton IL 08/2025 Present
  • 07/2010 → 10/2019
    St Louis, MO
  • 10/2019 → 08/2025
    Highpoint Advisor Group, Llc
    Chicago, IL
  • 08/2025 → Present
    Lpl Financial Llc
    Wheaton, IL
Previous Registrations
  • 2020-02-05 → 2021-12-31
    Highpoint Planning Partners
    Wheaton, IL
    Downers Grove, IL
  • 2010-09-01 → 2019-10-08
    Fort Myers, FL
    Sanibel, FL
    St Louis, MO
    Ft Myers, FL
    Matlacha Isles, FL
    Wheaton, IL
Other Businesses

1. 08/2025 - High Point Planning Partners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 90 Hour/Month - 7.30 Hour During Trading - At Reported business location(s) - OBA Start Date: 8/8/2025 2. 08/2025 - Commoncents, Inc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hour/Month - 0 Hour During Trading - Wheaton, IL 60187 - OBA Start Date: 07/02/2020

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-27
  • S66 Uniform Combined State Law Examination
    2010-08-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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