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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
P•••• J• L•••••
- Title
- Wealth Advisorreportedhighpointplanningpartners.comfirm site, Sep 15, 2026
- Designations
- CKAreportedhighpointplanningpartners.comas printed on the bio page, Sep 16, 2026
- Professional profile
- highpointplanningpartners.com/the-hpp-difference/our-team/peter-lesnikreportedhighpointplanningpartners.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.
- H•••••••• P••••••• P••••••• independent RIA currentsince Dec 10, 2021 · Downers Grove, Il
- H•••••••• A•••••• G••••• L•• formerSep 18, 2012 to Dec 31, 2021 · Downers Grove, Il
- C•••• I••••••••• S••••••• C•••• formerJun 22, 2010 to Sep 6, 2012 · Geneva, Il
- H•••••••• A•••••• G••••• L•• to H•••••••• P••••••• P•••••••left Dec 31, 2021, registered Dec 10, 2021 (-21 days) · corporate re-registration, not a move
- C•••• I••••••••• S••••••• C•••• to H•••••••• A•••••• G••••• L••left Sep 6, 2012, registered Sep 18, 2012 (12 days) · Other
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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address