Scott
Kurkjian
Highpoint Planning Partners
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About this Advisor
Scott Kurkjian is a financial advisor who works in Downers Grove, Illinois who has 1 year of relevant experience. Kurkjian is an advisor for Highpoint Planning Partners. Their career trajectory has included roles at Wells Fargo Advisors LLC, Lpl Financial, LLC, Highpoint Advisor Group, LLC and Iht Wealth Management LLC. Kurkjian has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Illinois. Highpoint Planning Partners is a company operating out of Downers Grove, IL. The firm has offices in 66 locations and a total of 104 people on staff. It manages $3 billion in assets under management across its 7,877 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 7,877 customer accounts, 32% are held by high-net-worth clients who have at least $1 million in assets. The business has a number 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 advice typically are based on which services the firm provides the client. Fee types billed by Highpoint Planning Partners can 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
Scott Kurkjian Work History
Scott has been registered as a financial advisor for 1 years.*
Highpoint Advisor Group, LLC
Lpl Financial, LLC
Iht Wealth Management LLC
Wells Fargo Advisors LLC
*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 Scott Kurkjian 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
Des Plaines, IL
Batavia, IL
Troy, MI
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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