Haskel
Weiss
Highpoint Planning Partners
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About this Advisor
Haskel Weiss is a financial advisor based in Northbrook, Illinois with 2 years of relevant experience. Weiss is on the advisory team at Highpoint Planning Partners. The advisor has gained experience at Highpoint Advisor Group, LLC and Twg Benefits, Inc. Weiss maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Illinois. Highpoint Planning Partners is a company that has its headquarters in Downers Grove, IL. The company has offices in 66 locations and a total of 104 financial advisors. It controls $3 billion in assets across its 7,877 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 7,877 accounts, 32% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by Highpoint Planning Partners most 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
Haskel Weiss Work History
Haskel has been registered as a financial advisor for 2 years.*
Highpoint Advisor Group, LLC
Twg Benefits, Inc
*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 Haskel Weiss 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
Troy, MI
Downers Grove, IL
Orland Park, IL
Downers Grove, IL
Downers Grove, IL
Chicago, IL
Des Plaines, 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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