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.
Bradley Andrew Schaffnit
- Title
- Managing Director | Wealth Management Advisorreportedapollonfinancial.comfirm site, Sep 15, 2026
- Business email
- brad.schaffnit@apollonfinancial.comreportedapollonfinancial.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.
- Apollon Financial, LLC independent RIA currentsince Oct 14, 2022 · Downers Drove, Il
- Highpoint Planning Partners independent RIADec 17, 2021 to Oct 27, 2022 · Wheaton, Il
- Highpoint Advisor Group, LLC formerJun 4, 2012 to Dec 31, 2021 · Downers Grove, Il
- LPL Financial LLC BD affiliatedMay 19, 2003 to Mar 27, 2013 · Downers Grove, Il
- Highpoint Planning Partners to Apollon Financial, LLCleft Oct 27, 2022, registered Oct 14, 2022 (-13 days) · RIA to a newly registered adviser · moved with a team
- Highpoint Advisor Group, LLC to Highpoint Planning Partnersleft Dec 31, 2021, registered Dec 17, 2021 (-14 days) · corporate re-registration, not a move
- LPL Financial LLC to Highpoint Advisor Group, LLCleft Mar 27, 2013, registered Jun 4, 2012 (-296 days) · Other
- Bradley Andrew Schaffnit left Highpoint Planning Partners for Apollon Financial, Llc (registered 2022-10-14)Oct 27, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address