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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

STEVEN KEITH KELLAR

Advisor at HIGHPOINT PLANNING PARTNERS

Downers Grove, IL | DOWNERS GROVE, IL

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Search this name across graphsid dfx:ria:c36747a1-05a4-343e-aba2-3ba82e4102a4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 20, 2005 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: Jun 20, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jul 21, 2021
First registration: Jun 20, 2005
Dual registered: yes, broker-dealer
Other names: STEVEN KEITH KELLAR|STEVEN KEITH K
IAPD individual key: 1880769

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	Jul 1, 2025	n/a	yes	DOWNERS GROVE, IL\|Downers Grove, IL	Current employment
IHT WEALTH MANAGEMENT LLC	Bd affiliated wealth	Dec 21, 2020	Jul 11, 2025	no	CHICAGO, IL	Previous registration
SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY	Former SEC adviser	Sep 14, 2018	Dec 31, 2020	no	NORTHBROOK, IL	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Oct 19, 2010	Jan 7, 2019	no	NORTHBROOK, IL	Previous registration
SHERIDAN ROAD ADVISORS, LLC	n/a	Sep 29, 2010	Dec 31, 2010	no	NORTHBROOK, IL	Previous registration
NRP ADVISORS, INC.	n/a	Sep 11, 2009	Dec 1, 2010	no	NORTHBROOK, IL\|CHICAGO, IL\|BRYAN, OH	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jun 20, 2005	Sep 22, 2009	no	CHICAGO, IL\|CHICAGO, 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
IHT WEALTH MANAGEMENT LLC	HIGHPOINT PLANNING PARTNERS	Jul 11, 2025	Jul 1, 2025	-10	Firm change	Ibd to RIA
SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY	IHT WEALTH MANAGEMENT LLC	Dec 31, 2020	Dec 21, 2020	-10	Firm change	Other
INDEPENDENT FINANCIAL PARTNERS	SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY	Jan 7, 2019	Sep 14, 2018	-115	Firm change after gap	Ibd to new firm
SHERIDAN ROAD ADVISORS, LLC	INDEPENDENT FINANCIAL PARTNERS	Dec 31, 2010	Oct 19, 2010	-73	Firm change after gap	Other
NRP ADVISORS, INC.	SHERIDAN ROAD ADVISORS, LLC	Dec 1, 2010	Sep 29, 2010	-63	Firm change after gap	Other
MML INVESTORS SERVICES, LLC	NRP ADVISORS, INC.	Sep 22, 2009	Sep 11, 2009	-11	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
293807:171481:IL:2020-12-31	Dec 31, 2020	Dec 21, 2020	NORTHBROOK, IL	Firm change
125112:293807:IL:2018-12-31	Jan 7, 2019	Sep 14, 2018	NORTHBROOK, IL	Firm change after gap

Relationships

Registered with (7)

→ HIGHPOINT PLANNING PARTNERSRegistered adviserregistration: current employment
Jul 1, 2025 to presentfactForm ADV
→ IHT WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Dec 21, 2020 to Jul 11, 2025factForm ADV
→ SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANYRegistered adviserregistration: previous registration
Sep 14, 2018 to Dec 31, 2020factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Oct 19, 2010 to Jan 7, 2019factForm ADV
→ SHERIDAN ROAD ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 29, 2010 to Dec 31, 2010factForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
Sep 11, 2009 to Dec 1, 2010factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jun 20, 2005 to Sep 22, 2009factForm ADV

Dated events

Occurred
Jul 11, 2025
Advisor changed firm
Steven Keith Kellar left Iht Wealth Management Llc for Highpoint Planning Partners (registered 2025-07-01)
Form ADVobserved 4 days ago