David
Lecinski
Highpoint Planning Partners
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About this Advisor
David Lecinski is a financial advisor based in Naperville, Illinois, working with Highpoint Planning Partners. David has previously held positions at Highpoint Advisor Group, LLC, Fairway Independent Mortgage Corporation, Asset Mutual Mortgage Corporation, Jaguar Land Rover Hinsdale, Jaguar Land Rover Schaumburg, and Harvest Bible Chapel. David has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, David is part of Highpoint Planning Partners, which operates out of Naperville, 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
David Lecinski Work History
Highpoint Advisor Group, LLC
Fairway Independent Mortgage Corporation
Asset Mutual Mortgage Corporation
Jaguar Land Rover Hinsdale
Jaguar Land Rover Schaumburg
Harvest Bible Chapel
Disclosures
Please visit the SEC profile of David Lecinski 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
Downers Grove, IL
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Downers Grove, IL
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