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Daniel James Keller

Highpoint Planning Partners

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About Daniel James Keller

Daniel Keller is a financial advisor with Highpoint Planning Partners. Daniel has been in the financial industry for over 8 years and holds a Series 66, Series 7TO, and SIE licenses. Daniel specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Daniel has a background in accounting and worked at RSM US LLP and the University of Illinois at Urbana-Champaign prior to joining the financial industry. Daniel is committed to helping clients achieve their financial goals.

Firm Information

Daniel Keller 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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Daniel Keller’s Registration & Firm History

IL

04/20/2022 - Present

Highpoint Planning Partners (DOWNERS GROVE IL)

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Licenses & Designations

BOTH

Issued 03/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/07/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel James Keller.
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