Benjamin
Caruso

Highpoint Planning Partners

CRD#5993084
Investment Advisor
in Downers Grove, IL

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About this Advisor

Benjamin Caruso is a financial advisor based in Downers Grove, Illinois, working with Highpoint Planning Partners. Benjamin has previously held positions at Mb Financial Bank, Cetera Investment Services, Cetera Investment Advisers LLC, Merrill Lynch, Bank Of America Na, Edward Jones, Lpl Financial LLC, and Highpoint Advisor Group, LLC. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Benjamin 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2651 Warrenville Road Suite 200
Downers Grove, IL 60515

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Highpoint Planning Partners Brokerage Details

Total Assets Under Management

$3,001,000,000

IL Average: $6,674,516,078
Total Number of Employees

96

IL Average: 44
Total Number of Accounts

13,229

IL Average: 2,564
Average Account Size

$226,850

IL Average: $2,603,165

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

Benjamin Caruso Work History

2023 - Present (2 years)

Lpl Financial LLC

2023 - Present (2 years)

Highpoint Advisor Group, LLC

2019 - 2023 (4 years)

Edward Jones

2018 - 2019 (1 year)

Bank Of America Na

2017 - 2017 (< 1 year)

Mb Financial Bank

2017 - 2019 (2 years)

Merrill Lynch

2014 - 2017 (3 years)

Cetera Investment Advisers LLC

2013 - 2017 (4 years)

Cetera Investment Services

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Disclosures

Please visit the SEC profile of Benjamin Caruso 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

Sammy Moy
Chicago, IL
Thomas Mccabe
Orland Park, IL
Gerran Batterberry
Downers Grove, IL
Ann Greenberg
Chicago, IL
Christopher Breitenbach
Saint Charles, IL
Brett Pawelkiewicz
Downers Grove, IL
Samuel Lee
Downers Grove, IL
Eric Bartlett
Volo, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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