Gerran
Batterberry
Highpoint Planning Partners
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About this Advisor
Gerran Batterberry is a financial advisor working out of Downers Grove, Illinois with 1 year of industry experience. Batterberry is on the advisory team at Highpoint Planning Partners. Batterberry has gained experience at Penn Mutual Life Insurance Company, J.P. Morgan Securities LLC, Hornor, Townsend, & Kent, Inc, Pnc Investments, Tdameritrade, Cuna Mutual Group, Cuna Brokerage Services, Inc, Highpoint Advisor Group, LLC (Highpoint Planning Partners), Flight Training and Lpl Financial, LLC. Batterberry has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Highpoint Planning Partners is a registered investment firm operating out of Downers Grove, IL. It has offices in 66 locations and a total of 104 advisors. It has $3 billion in total assets across its 7,877 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 20 charities and foundations. Of its 7,877 accounts, 32% belong to high-net-worth investors who have at least $1 million in assets available to invest. Highpoint Planning Partners provides a number of services, including 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. Financial advisory fees largely depend on which services the firm provides the client. Fee types charged by Highpoint Planning Partners likely 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
Gerran Batterberry Work History
Gerran has been registered as a financial advisor for 1 years.*
Highpoint Advisor Group, LLC (Highpoint Planning Partners)
Lpl Financial, LLC
Flight Training
Cuna Mutual Group
Cuna Brokerage Services, Inc
Tdameritrade
Penn Mutual Life Insurance Company
Hornor, Townsend, & Kent, Inc
Pnc Investments
J.P. Morgan Securities 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 Gerran Batterberry 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
Des Plaines, IL
Downers Grove, IL
Downers Grove, IL
Batavia, IL
Orland Park, IL
Downers Grove, IL
Downers Grove, 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.
