Maxwell
Cinnamon

Highpoint Planning Partners

CRD#7925615
Investment Advisor
in Bourbonnais, IL

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About this Advisor

Maxwell Cinnamon is a financial advisor based in Bourbonnais, Illinois, working with Highpoint Planning Partners. Maxwell has previously held positions at Manteno Sportsman'S Club, University Of Kansas, Limestone Middle School, Herscher Highschool, State Bank Of Herscher, University Of Kansas Athletic Department, Sa Piggush Financial Consultants, Lpl Financial LLC, and Highpoint Advisor Group, LLC. Maxwell has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Maxwell is part of Highpoint Planning Partners, which operates out of Bourbonnais, Illinois. The firm has 64 offices and 104 employees. Highpoint Planning Partners manages assets totaling $4.0 billion and serves both 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

395 William Lathem Sr. Drive
Bourbonnais, IL 60914

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Highpoint Planning Partners Brokerage Details

Total Assets Under Management

$3,999,000,000

IL Average: $6,674,516,078
Total Number of Employees

104

IL Average: 44
Total Number of Accounts

13,813

IL Average: 2,564
Average Account Size

$289,510

IL Average: $2,603,165

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

Maxwell Cinnamon Work History

2024 - Present (1 year)

Sa Piggush Financial Consultants

2024 - Present (1 year)

Lpl Financial LLC

2024 - Present (1 year)

Highpoint Advisor Group, LLC

2023 - 2023 (< 1 year)

State Bank Of Herscher

2021 - 2024 (3 years)

University Of Kansas Athletic Department

2020 - 2022 (2 years)

Manteno Sportsman'S Club

2020 - 2024 (4 years)

University Of Kansas

2016 - 2020 (4 years)

Herscher Highschool

2014 - 2016 (2 years)

Limestone Middle School

Disclosures

Please visit the SEC profile of Maxwell Cinnamon 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

Callie Just
Downers Grove, IL
Heather Corley
Downers Grove, IL
Christopher Peterson
Downers Grove, IL
Gerran Batterberry
Downers Grove, IL
Barbara Gawdzik
Downers Grove, IL
Natasha Titova
Downers Grove, IL
Ronald Shih
Chicago, IL
Calvin Rowland
Downers Grove, IL

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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.

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