Douglas
Schaffnit
Highpoint Planning Partners
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About this Advisor
Douglas Schaffnit is a financial advisor based in Morton, Illinois, working with Highpoint Planning Partners. Douglas has previously held positions at Schaffnit And Associates, Lpl Financial, LLC, and High Point Planning Partners, LLC. Douglas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Douglas is part of Highpoint Planning Partners, which operates out of Morton, 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
Douglas Schaffnit Work History
High Point Planning Partners, LLC
Lpl Financial, LLC
Schaffnit And Associates
Disclosures
Please visit the SEC profile of Douglas Schaffnit to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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