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Jon William Flaherty

Highpoint Planning Partners

Palatine, IL

Downers Grove, IL

CRD 6728459

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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 2024-06-06
  • IL RA
    APPROVED
    Since 2024-06-06

Branch Locations

220 North Smith Street Suite 305, Palatine, IL 60067 • United States

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
Elks National Foundation, Inc Chicago IL 07/2009 11/2016
Lincoln Financial Chicago IL 12/2016 12/2016
Vantage Financial Partners, Limited Arlington Heights IL 01/2017 07/2024
Highpoint Advisor Group, Llc Palatine IL 05/2024 Present
  • 07/2009 → 11/2016
    Elks National Foundation, Inc
    Chicago, IL
  • 12/2016 → 12/2016
    Lincoln Financial
    Chicago, IL
  • 01/2017 → 07/2024
    Vantage Financial Partners, Limited
    Arlington Heights, IL
  • 05/2024 → Present
    Highpoint Advisor Group, Llc
    Palatine, IL
Previous Registrations
  • 2021-01-13 → 2024-07-31
    Vantage Financial Partners Limited
    Arlington Heights, IL
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC

Nearby Investors

STEPHEN TODD MACTAVISH
JOHN ROBERT RESSLER
ALAN NEAL LEVINE

Nearby Offices

LPL FINANCIAL LLC · PALATINE, IL
COMMONWEALTH FINANCIAL NETWORK · Palatine, IL
LPL ENTERPRISE, LLC · PALATINE, IL

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