Steven
Ostrander

Highpoint Planning Partners

CRD#1794204
Investment Advisor
in Batavia, IL

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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

Series 63, Series 65

Years Registered*

2 years

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Batavia, IL

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Highpoint Planning Partners Brokerage Details

Total Assets Under Management

$2,569,000,000

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

104

IL Average: 44
Total Number of Accounts

7,877

IL Average: 2,564
Average Account Size

$326,139

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
  • Educational seminars/workshops

Steven Ostrander Work History

Steven has been registered as a financial advisor for 2 years.*

2012 - Present (12 years)

Lpl Financial LLC

2012 - Present (12 years)

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

Erin Carter
Downers Grove, IL
Peter Lesnik
Downers Grove, IL
Robert Eberlin
Des Plaines, IL
Ann Greenberg
Chicago, IL
Francis Gutrich
Orland Park, IL
Peter Aldworth
Downers Grove, IL
Andrew Keppy
Downers Grove, IL
Dory Rodriguez
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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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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