Andrew
Keppy
Highpoint Planning Partners
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About this Advisor
Andrew Keppy is a financial advisor based in Downers Grove, Illinois, working with Highpoint Planning Partners. Andrew has previously held positions at Highpoint Advisor Group, LLC, Level Four Advisory Services, and Lpl Financial, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Andrew is part of Highpoint Planning Partners, which operates out of Downers Grove, Illinois. The firm has 67 offices and 96 employees. The firm manages assets totaling $3.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Highpoint Planning Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Highpoint Planning Partners Brokerage Details
$3,001,000,000
96
13,229
$226,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Andrew Keppy Work History
Highpoint Advisor Group, LLC
Lpl Financial, LLC
Level Four Advisory Services
Disclosures
Please visit the SEC profile of Andrew Keppy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Highpoint Planning Partners
Chicago, IL
Chicago, IL
Downers Grove, IL
Bloomingdale, IL
Saint Charles, IL
Volo, IL
Downers Grove, IL
Chicago, IL
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