Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Pawelkiewicz is a financial advisor with Highpoint Planning Partners in Downers Grove, Illinois. Brett has over 8 years of experience in the financial services industry and holds the Series 7, Series 66, and Series 24 licenses. He is registered as a Registered Investment Advisor in Illinois and has experience working with individuals, families, and businesses. Brett specializes in financial planning, retirement planning, college savings, and investment management. He is committed to helping clients achieve their financial goals and creating a personalized plan to meet their unique needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
04/10/2024 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
WI
04/16/2021 - 07/27/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
IL
07/21/2014 - 02/04/2021
LPL FINANCIAL LLC (NAPERVILLE IL)
BOTH
Issued 09/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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