DFX Intelligence

RIA Intelligence

Advisors

Advisors registered through Highpoint Planning Partners

Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.

AdvisorFirmBranchHere sinceIn industryPrior firmsStates
James Edward Taylor
Highpoint Planning Partners independent RIANaperville, Il Feb 9, 202211 y01
Kimberly Rae Taylor
Highpoint Planning Partners independent RIAPalatine, Il Jun 3, 202420 y21
Trent Edward Ten Bruin
Highpoint Planning Partners independent RIADowners Grove, IlFeb 9, 202610 y01
N•••••• B•••• T•••••
dual registrant
H•••••••• P••••••• P••••••• independent RIASan Diego, Ca Nov 3, 202126 y72
D••••• S•••• T•••••••
Certified Financial Planner · dual registrant
H•••••••• P••••••• P••••••• independent RIASt. Charles, Il Dec 8, 202128 y22
M•••••• D• T••••
dual registrant
H•••••••• P••••••• P••••••• independent RIADowners Grove, Il Jul 21, 202511 y01
J••• T••• V•••••••••
dual registrant
H•••••••• P••••••• P••••••• independent RIADowners Grove, Il Nov 16, 202125 y42
T••••• P•••••• V•••••••
Certified Financial Planner
H•••••••• P••••••• P••••••• independent RIADowners Grove, Il Jun 3, 202435 y31
S•••••• M••• V•••••
dual registrant
H•••••••• P••••••• P••••••• independent RIADowners Grove, Il Dec 17, 202127 y31
H••••• B• W••••
H•••••••• P••••••• P••••••• independent RIADowners Grove, Il Dec 8, 202131 y11
J••• N• W••••
Certified Financial Planner · dual registrant
H•••••••• P••••••• P••••••• independent RIADowners Grove, Il Dec 8, 202115 y32
P•••• Y••••••••
dual registrant
H•••••••• P••••••• P••••••• independent RIAOrland Park, Il Jan 5, 202611 y11
D••••• E••••• Z•••••••
Chartered Financial Analyst
H•••••••• P••••••• P••••••• independent RIAPalatine, Il Jun 4, 202418 y11

The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.

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113 advisors match.