linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon J. Lilly

Highpoint Planning Partners

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

About Brandon J. Lilly

Brandon J. Lilly is a financial advisor with Highpoint Planning Partners. Brandon has been in the industry since 2023 and is licensed in Illinois. Brandon has experience working with a range of clients, including high-net-worth individuals, corporations, and pension plans. Brandon provides investment advisory services through Highpoint Advisor Group, an independent investment advisor firm. Brandon is dedicated to helping clients achieve their financial goals.

Firm Information

Brandon Lilly 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.

Brandon Lilly’s Registration & Firm History

IL

08/22/2024 - Present

Highpoint Planning Partners (ST. CHARLES IL)

IL

05/03/2023 - 04/30/2024

J.P. MORGAN SECURITIES LLC (Elgin IL)

Not sure if Brandon J. Lilly is right for you?

Licenses & Designations

IA

Issued 08/22/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon J. Lilly.
Not sure if Brandon J. Lilly is right for you?