Highpoint Planning Partners

Firm record

As recorded in SEC IAPD

Firm CRD

316636

SEC number

801-122583

Firm type

RIA

Assets under management

$4.8B as of May 14, 2026

Website

www.twitter.com/TWGWealthPlan ↗

Phone

630-719-9222

Address

2651 Warrenville Road, Downers Grove, IL, 60515

Advisors at this firm

93 in our index · page 2 of 2

• Michael Patrick LynchCRD 2166274 · Lake Zurich, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Chase Colton LaveryCRD 7401363 · St. Charles, IL
  IA RegisteredBroker
• Steven LeeCRD 8127192 · San Jose, CA
  IA Registered
• Brandon J. LillyCRD 7444993 · St. Charles, IL
  IA RegisteredBroker
• Jeffrey Eugene MartinCRD 4476408 · Huntsville, AL
  IA RegisteredBroker
• Walid Amin MatariyehCRD 5924398 · Frankfort, IL
  IA RegisteredBroker
• Daniel Gerard MccabeCRD 1269511 · Orland Park, IL
  IA RegisteredBroker
• Tina MeckaroskiCRD 5404640 · Downers Grove, IL
  IA RegisteredBroker
• Jeffrey L MenoughCRD 2207101 · St. Charles, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Brooks MorrowCRD 6647174 · Plano, TX
  IA RegisteredBroker
• Sammy MoyCRD 2781633 · Rosemont, IL
  IA RegisteredBroker
• Keith Earl MurphyCRD 2140284 · Bloomfield Hills, MI
  IA RegisteredBroker
• Max Michael MurphyCRD 7431255 · Bloomfield Hills, MI
  IA RegisteredBroker
• Douglas W. O'connellCRD 4538806 · Bonita Springs, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jenna Karrin O'connellCRD 6254214 · Hoffman Estates, IL
  IA RegisteredBroker
• Sean Patrick O'sheaCRD 5356980 · Orland Park, IL
  IA RegisteredBroker
• Steven Richard OstranderCRD 1794204 · Batavia, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Andrew PerezCRD 2582253 · St. Charles, IL
  IA RegisteredBroker
• Nicholas Ryan PoeCRD 5294041 · Paducah, KY
  IA RegisteredBroker
• Christopher Lloyd PetersonCRD 7883818 · St. Charles, IL
  IA RegisteredBroker
• Gregory Arthur ReicholdCRD 5648094 · Oak Park, IL
  IA RegisteredBroker
• Carla Ann ReillyCRD 3151464 · Orland Park, IL
  IA RegisteredBroker
• Joel Partyka RileyCRD 2293413 · Downers Grove, IL
  IA Registered
• Michael Richard RohrwasserCRD 1131231 · Palatine, IL
  IA Registered
  Disclosure event(s) on record
• Calvin Allen RowlandCRD 3254396 · Downers Grove, IL
  IA RegisteredBroker
• Gary Joseph RichiedCRD 7251271 · Naperville, IL
  IA RegisteredBroker
• Kyle Michael RohrwasserCRD 5671064 · Palatine, IL
  IA RegisteredRegistration inactive
• Joshua John SandsCRD 5517842 · Sarasota, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Douglas Alan SchaffnitCRD 1070695 · Morton, IL
  IA RegisteredBroker
• Ronald Cheong Ming ShihCRD 1336886 · Chicago, IL
  IA RegisteredBroker
• David Lee SwansonCRD 4110131 · Naperville, IL
  IA RegisteredBroker
• Andrew Joseph SezonovCRD 7978562 · Downers Grove, IL
  IA RegisteredBroker
• Richard John TarsitanoCRD 1406393 · Downers Grove, IL
  IA RegisteredBroker
• James Edward TaylorCRD 6749090 · Naperville, IL
  IA Registered
• Natasha Boris TitovaCRD 4079963 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Trent Edward Ten BruinCRD 8216404 · Downers Grove, IL
  IA Registered
• Matthew D TucekCRD 7813257 · St. Charles, IL
  IA RegisteredBroker
• John Todd VandervoornCRD 4154884 · Geneva, IL
  IA RegisteredBroker
• Thomas Patrick VisliselCRD 2168206 · Palatine, IL
  IA Registered
• John N WillsCRD 5754285 · St. Charles, IL
  IA RegisteredBroker
• Haskel B WeissCRD 7377029 · Northbrook, IL
  IA Registered
• Pavlo YanytskyyCRD 7552244 · Orland Park, IL
  IA RegisteredBroker
• Daniel Eugene ZalipskiCRD 5503645 · Palatine, IL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.