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Jon William Flaherty

Highpoint Planning Partners

Palatine, IL

Downers Grove, IL

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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 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

View on SEC IAPD

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