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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)34 years in industry

JEFFREY L MENOUGH

Advisor at HIGHPOINT PLANNING PARTNERS

DOWNERS GROVE, IL | St. Charles, IL

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Search this name across graphsid dfx:ria:0ac4a592-a9b8-e742-4413-59cd17e537d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 4, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HIGHPOINT PLANNING PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 18, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 18, 1992
First registration: Jun 4, 2001
Dual registered: yes, broker-dealer
Other names: JEFFREY L MENOUGH|JEFFREY L MENOUGH|JEFFREY L MENOUGH, CFP
IAPD individual key: 2207101

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HIGHPOINT PLANNING PARTNERS	Independent wealth	Dec 8, 2021	n/a	yes	St. Charles, IL\|DOWNERS GROVE, IL	Current employment
HIGHPOINT ADVISOR GROUP, LLC	Former SEC adviser	Nov 13, 2013	Dec 31, 2021	no	ST. CHARLES, IL\|DOWNERS GROVE, IL\|St. Charles, IL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 5, 2009	Jul 9, 2010	no	St Charles, IL\|OAKBROOK TERRACE, IL	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	May 24, 2006	Oct 5, 2009	no	ST. CHARLES, IL\|OAKBROOK TERRACE, IL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jun 4, 2001	Jun 1, 2006	no	HANOVER PARK, IL\|HANOVER PARK, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGHPOINT ADVISOR GROUP, LLC	HIGHPOINT PLANNING PARTNERS	Dec 31, 2021	Dec 8, 2021	-23	Bulk transfer	RIA to new firm
AMERIPRISE FINANCIAL SERVICES, LLC	HIGHPOINT ADVISOR GROUP, LLC	Jul 9, 2010	Nov 13, 2013	1,223	Firm change after gap	Other
AMERIPRISE ADVISOR SERVICES, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Oct 5, 2009	Oct 5, 2009	0	Bulk transfer	Other
A. G. EDWARDS & SONS, INC.	AMERIPRISE ADVISOR SERVICES, INC.	Jun 1, 2006	May 24, 2006	-8	Firm change	Other

Relationships

Registered with (5)

→ HIGHPOINT PLANNING PARTNERSRegistered adviserregistration: current employment
Dec 8, 2021 to presentfactForm ADV
→ HIGHPOINT ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Nov 13, 2013 to Dec 31, 2021factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 5, 2009 to Jul 9, 2010factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
May 24, 2006 to Oct 5, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jun 4, 2001 to Jun 1, 2006factForm ADV

Dated events

No dated event names this entity yet.