Steven
Ostrander
Highpoint Planning Partners
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About this Advisor
Steven Ostrander is a financial advisor who works in Batavia, Illinois who has 2 years of relevant experience. Ostrander works at Highpoint Planning Partners. Their career trajectory has included roles at Lpl Financial LLC and Highpoint Planning Partners. Ostrander has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. Highpoint Planning Partners is a company headquartered in Downers Grove, IL. The investment advisory business has offices in 66 locations and a total of 104 employees. It has $3 billion in total assets among its 7,877 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 7,877 customer accounts, 32% are associated with high-net-worth investors who have more than $1 million in assets. Highpoint Planning Partners 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. Financial management fee schedules vary depending on the type of services. Fee types charged by Highpoint Planning Partners likely include some combination 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
Steven Ostrander Work History
Steven has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Highpoint Planning Partners
*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 Steven Ostrander 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
Des Plaines, IL
Chicago, 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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