DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Scott Charles Kurkjian

Highpoint Planning Partnersindependent RIADowners Grove, Il dual registrantIAPD 4165283

Feed of 09/15/2026

Also filed as Scott Kurkjian

At current firm

0 y

since Jan 21, 2026

In the industry

26 y

since Jun 22, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Management Advisorreportedhighpointplanningpartners.comfirm site, Sep 15, 2026
Professional profile: highpointplanningpartners.com/the-hpp-difference/our-team/scott-kurkjireportedhighpointplanningpartners.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Highpoint Planning Partners independent RIA current
since Jan 21, 2026 · Downers Grove, Il
Highpoint Advisor Group, LLC former
Nov 16, 2018 to Dec 31, 2021 · Wheaton, Il
Iht Wealth Management LLC BD affiliated
May 19, 2016 to Nov 15, 2018 · Oakbrook Terrace, Il
Wells Fargo Advisors wirehouse
Jun 30, 2006 to May 24, 2016 · Jensen Beach, Fl
Citigroup Global Markets Inc. BD affiliated
Dec 16, 2002 to Jul 18, 2006 · Deerfield, Il
Morgan Stanley Dw Inc. unclassified
Nov 15, 2000 to Dec 18, 2002 · Riverwoods, Il

Moves

a registration end followed by a registration begin elsewhere

Highpoint Advisor Group, LLC to Highpoint Planning Partners
left Dec 31, 2021, registered Jan 21, 2026 (1482 days) · corporate re-registration, not a move
Iht Wealth Management LLC to Highpoint Advisor Group, LLC
left Nov 15, 2018, registered Nov 16, 2018 (1 days) · RIA to RIA
Wells Fargo Advisors to Iht Wealth Management LLC
left May 24, 2016, registered May 19, 2016 (-5 days) · Other
Citigroup Global Markets Inc. to Wells Fargo Advisors
left Jul 18, 2006, registered Jun 30, 2006 (-18 days) · Other
Morgan Stanley Dw Inc. to Citigroup Global Markets Inc.
left Dec 18, 2002, registered Dec 16, 2002 (-2 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address