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Kelly Lynn Atkins

Highpoint Planning Partners

Troy, MI

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
MI RA APPROVED 2023-10-16
  • MI RA
    APPROVED
    Since 2023-10-16

Branch Locations

201 West Big Beaver Rd Suite 1001, Troy, MI 48084 • 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
General Motors Warren MI 06/1988 06/2023
Highpoint Advisor Group, Llc Troy MI 07/2023 10/2023
Highpoint Advisor Group, Llc Troy MI 10/2023 Present
  • 06/1988 → 06/2023
    General Motors
    Warren, MI
  • 07/2023 → 10/2023
    Highpoint Advisor Group, Llc
    Troy, MI
  • 10/2023 → Present
    Highpoint Advisor Group, Llc
    Troy, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-16
  • S65 Uniform Investment Adviser Law Examination
    2023-10-16
Other Names
  • Kelly Atkins

View on SEC IAPD

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STEVEN THOMAS MARLETTE
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DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

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