Ryan
Oconnell

Highpoint Planning Partners

CRD#7474166
Investment Advisor
in Bloomingdale, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ryan Oconnell is a financial advisor based in Bloomingdale, Illinois, working with Highpoint Planning Partners. Ryan has previously held positions at Lpl Financial LLC, Cold Chain Technology, Walmart, Infinity Retail Services, Rice Lake Chronotype, Bath And Body Works, Cafe Dulche, Montana Kaimin, The Ekalaka Eagle, Perkins Tenders LLC, Ace Hardware, Longbranch Cafe, Golds Gym, Sound Core, Warehouse Gym, Highpoint Advisor Group, LLC, and Jp Morgan Chase. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Ryan is part of Highpoint Planning Partners, which operates out of Bloomingdale, 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

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

170 S. Bloomingdale Road Suite 200
Bloomingdale, IL 60108

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Highpoint Planning Partners Brokerage Details

Total Assets Under Management

$3,001,000,000

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

96

IL Average: 44
Total Number of Accounts

13,229

IL Average: 2,564
Average Account Size

$226,850

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

Ryan Oconnell Work History

2024 - Present (0 year)

Highpoint Advisor Group, LLC

2022 - Present (2 years)

Jp Morgan Chase

2022 - 2022 (< 1 year)

Lpl Financial LLC

2021 - 2021 (< 1 year)

Cold Chain Technology

2021 - 2021 (< 1 year)

Walmart

2020 - 2020 (< 1 year)

Infinity Retail Services

2019 - 2020 (1 year)

Rice Lake Chronotype

2018 - 2019 (1 year)

Bath And Body Works

2018 - 2019 (1 year)

Cafe Dulche

2018 - 2018 (< 1 year)

Montana Kaimin

2018 - 2018 (< 1 year)

The Ekalaka Eagle

2017 - 2018 (1 year)

Perkins Tenders LLC

2016 - 2018 (2 years)

Ace Hardware

2016 - 2016 (< 1 year)

Warehouse Gym

2015 - 2016 (1 year)

Golds Gym

2014 - 2015 (1 year)

Longbranch Cafe

2014 - 2014 (< 1 year)

Sound Core

Disclosures

Please visit the SEC profile of Ryan Oconnell 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

Ronald Shih
Chicago, IL
Brett Pawelkiewicz
Downers Grove, IL
Samuel Lee
Downers Grove, IL
Ann Greenberg
Chicago, IL
Gerran Batterberry
Downers Grove, IL
Thomas Mccabe
Orland Park, IL
Christopher Breitenbach
Saint Charles, IL
Eric Bartlett
Volo, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started