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Annette Erika Findling

Highpoint Planning Partners

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About Annette Erika Findling

Annette Findling has over 30 years of experience in the financial services industry. Annette is a CERTIFIED FINANCIAL PLANNER™ professional and holds a variety of licenses and certifications, including Series 7, Series 6, Series 63 and Series 65. Annette is a Registered Representative and Investment Advisor Representative of Highpoint Planning Partners. Annette specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Annette Findling is currently registered with Highpoint Planning Partners. Highpoint Planning Partners is an investment advisory firm based in DOWNERS GROVE, IL. They manage approximately $3 billion in assets for 13,229 clients, including individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. They offer a wide range of financial planning and portfolio management services, including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Their services are provided through a wrap fee program.
Highpoint Planning Partners

2651 WARRENVILLE ROAD

DOWNERS GROVE, IL 60515

$3.00B

Assets Under Management

823

Total Clients

94

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Annette Findling’s Registration & Firm History

TX

12/09/2021 - Present

Highpoint Planning Partners (AUSTIN TX)

IL

12/17/1992 - 12/21/2012

AXA ADVISORS, LLC (DEERFIELD IL)

NY

12/17/1992 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/14/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/14/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Annette Erika Findling.
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