linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Benjamin Caruso

Highpoint Planning Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Benjamin? Claim Your Profile

About Benjamin Caruso

Benjamin Caruso is a financial advisor registered with Highpoint Planning Partners. Benjamin has been in the financial industry since 2012 and has experience working with a variety of clients, including individuals, families, and businesses. Benjamin has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Benjamin Caruso 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Benjamin Caruso’s Registration & Firm History

IL

09/20/2023 - Present

Highpoint Planning Partners (DOWNERS GROVE IL)

IL

04/26/2019 - 08/11/2023

EDWARD JONES (FOREST PARK IL)

IL

10/27/2017 - 04/29/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)

IL

05/30/2013 - 08/04/2017

CETERA INVESTMENT SERVICES LLC (Chicago IL)

IL

12/19/2011 - 05/14/2013

WELLS FARGO ADVISORS, LLC (CHICAGO IL)

Not sure if Benjamin Caruso is right for you?

Licenses & Designations

BOTH

Issued 02/10/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Caruso.
Not sure if Benjamin Caruso is right for you?