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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Alan Schaffnit is a financial advisor with over 40 years of experience in the industry. Douglas is currently registered with Highpoint Planning Partners and has been with the firm since April 2012. Previously, Douglas was a financial advisor with LPL Financial for over 10 years, and before that, he was with Schaffnit and Associates. Douglas specializes in financial planning, asset management, and portfolio management. He works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Douglas is also a registered investment advisor.
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
12/08/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IA
03/13/1996 - 07/19/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
03/08/1983 - 01/24/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
10/21/1982 - 03/24/1983
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 01/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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