Ryan
Oconnell
Highpoint Planning Partners
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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
Services Offered
Fee Structure
Office Location
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Highpoint Planning Partners Brokerage Details
$3,001,000,000
96
13,229
$226,850
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
Highpoint Advisor Group, LLC
Jp Morgan Chase
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
Warehouse Gym
Golds Gym
Longbranch Cafe
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
Downers Grove, IL
Bloomingdale, IL
Chicago, IL
Volo, IL
Chicago, IL
Downers Grove, IL
Chicago, IL
Saint Charles, 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.
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