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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 Brymer is an investment advisor representative with Highpoint Planning Partners. Douglas has been in the industry for 25 years and has a Series 63, 65, 66, and 7 licenses. Douglas has previously worked at Fifth Third Securities, Inc., LaSalle Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Douglas specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Douglas's firm, Highpoint Planning Partners, has approximately $3 billion in assets under management. The firm's client types include high-net-worth individuals, corporations, and charitable organizations. The firm offers fixed fees, hourly charges, and a percentage of assets.
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.
1
2
IL
06/24/2024 - Present
Highpoint Planning Partners (NAPERVILLE IL)
IL
12/07/2007 - 08/02/2013
FIFTH THIRD SECURITIES, INC. (ORLAND PARK IL)
IL
04/03/2003 - 12/10/2007
LASALLE FINANCIAL SERVICES, INC. (NAPERVILLE IL)
NY
10/11/2000 - 03/25/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/30/1995 - 11/25/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/05/2000
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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