Mark David Geoffrey

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → Present
  Geoffrey, Johns & Associates, Llc
  Kankakee, IL
• 02/2017 → 05/2017
  Level Four Advisory Services
  Kankakee, IL
• 05/2017 → 03/2021
  Level Four Advisory Services
  Kankakee, IL
• 03/2021 → Present
  Highpoint Advisor Group
  Kankakee, IL

Previous Registrations

• 2021-03-25 → 2021-12-31
  Highpoint Planning Partners
  Downers Grove, IL
  Kankakee, IL
• 2017-06-20 → 2021-03-25
  Level Four Advisory Services
  Kankanee, IL
  Dallas, TX

Other Businesses

Bear Acquisitions, Inc.; Non Investment-Related; 928 S. Broadway, Bradley, IL 60915; Machine Shop; President; Start Date: 12/1/2015; Number of Hours Devoted to Business Per Month: 0-2; Number of Hours Devoted during Securities Trading Hours: 0; Duties: Investment - strategic planning and management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-20