Leslie
North
Highpoint Planning Partners
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About this Advisor
Leslie North is a certified financial planner based in Chicago, Illinois, who has 2 years of relevant experience. North is on the advisory team at Highpoint Planning Partners. Over the course of their career, North has held roles at Par Consulting, Highpoint Advisor Group, LLC (Dba: Stonebridge Wealth Advisors) and Lpl Financial, LLC. North has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Illinois. Highpoint Planning Partners is a firm that has its headquarters in Downers Grove, IL. The company has offices in 66 locations and a total of 104 financial advisors. It handles $3 billion in assets under management between its 7,877 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 7,877 accounts, 32% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a wide assortment 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 for financial management usually depend on which service is provided. Fees charged by Highpoint Planning Partners may include any blend of 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
Leslie North Work History
Leslie has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Highpoint Advisor Group, LLC (Dba: Stonebridge Wealth Advisors)
Par Consulting
*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 Leslie North 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
Downers Grove, IL
Downers Grove, IL
Orland Park, IL
Downers Grove, 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.
