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Brandon Lee Kennedy

Highpoint Planning Partners

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About Brandon Lee Kennedy

Brandon Kennedy is a financial advisor who has been in the industry since January 2005. He is currently registered with Highpoint Planning Partners, and previously worked with Wachovia Securities, LLC and A. G. Edwards & Sons, INC. Brandon holds the Series 7, Series 66, and SIE licenses. Brandon's areas of expertise include financial planning, pension consulting, and selection of other advisors. He is also experienced in portfolio management for businesses and individuals. Brandon is committed to providing his clients with personalized financial advice that meets their individual needs.

Firm Information

Brandon Kennedy 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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Brandon Kennedy’s Registration & Firm History

IL

12/08/2021 - Present

Highpoint Planning Partners (DOWNERS GROVE IL)

MI

01/01/2008 - 10/30/2008

WACHOVIA SECURITIES, LLC (TROY MI)

MI

01/18/2005 - 01/03/2008

A. G. EDWARDS & SONS, INC. (TROY MI)

MI

01/01/2005 - 01/04/2005

HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

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Licenses & Designations

BOTH

Issued 01/27/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Lee Kennedy.
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