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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-12-08 |
Branch Locations
212 N. Main Street, Morton, IL 61550 • United States
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schaffnit And Associates | Morton | IL | 01/1994 | Present |
| Lpl Financial, Llc | Morton | IL | 07/2004 | Present |
| High Point Planning Partners, Llc | Morton | IL | 04/2012 | Present |
1. 07/13/2004: NON-VARIABLE INSURANCE - SELLING GROUP LIFE, DISABILITY AND MEDICAL INSURANCE. - MORTON, IL. 2. 12/18/2008: NON-VARIABLE INSURANCE - ONE RESOURCE GROUP - USING ONE RESOURCE GROUP FOR NON-VARIABLE LIFE INSURANCE AND DISABILITY. PRODUCER-ONLY ROLE. - 5% OF TIME - MORTON, IL. 3. 2/23/2010: REAL ESTATE RENTAL - 212 MAIN L.L.C. - I OWN MY OFFICE BUILDING. I AM THE SOLE TENNANT. - TIME SPENT 1% - MORTON, IL. 4. 8/13/2012: REGISTERED INVESTMENT ADVISOR - HIGHPOINT PLANNING PARTNERS, LLC - FINANCIAL PLANNING, ASSET MANAGEMENT - (HYBRID) HIGHPOINT PLANNING PARTNERS, LLC - TIME SPENT 70% - MORTON, IL. 5. 06/12/2013 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - THE SCHAFFNIT GROUP - MORTON, IL 6. 6/19/2013: NON-VARIABLE INSURANCE - SCHAFFNIT & ASSOCIATES, INC. - SCHAFFNIT AND ASSOCATIATES INC. PROVIDES EMPLOYEE BENEFITS, AS WELL AS INDIVIDUAL LIFE AND DISABILITY INSURANCE, AND PROPERTY AND CASUALTY SALES AND SERVICE. - TIME SPENT 60% - MORTON, IL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-16 |
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