Dory
Rodriguez
Highpoint Planning Partners
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About this Advisor
Dory Rodriguez is a certified financial planner operating in Downers Grove, Illinois who has 2 years of industry experience. Rodriguez is an advisor for Highpoint Planning Partners. During their career, the advisor has held roles at Lpl Financial, LLC and Highpoint Advisor Group LLC(Dba:Highpoint Planning Partners LLC). Rodriguez maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. Highpoint Planning Partners is an advisory business based in Downers Grove, IL. It has offices in 66 locations and a total of 104 financial advisors. It has $3 billion in total assets among its 7,877 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 20 charities and foundations. Of its 7,877 accounts, 32% are held by high-net-worth individuals who have more than $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which service is provided. Fees charged by Highpoint Planning Partners may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Highpoint Planning Partners Brokerage Details
$2,569,000,000
104
7,877
$326,139
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
- Educational seminars/workshops
Dory Rodriguez Work History
Dory has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Highpoint Advisor Group LLC(Dba:Highpoint Planning Partners LLC)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dory Rodriguez 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
Downers Grove, IL
Des Plaines, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Batavia, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
