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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerran? Claim Your ProfileGerran Batterberry is a financial advisor with Highpoint Planning Partners, a Registered Investment Advisor headquartered in Downers Grove, IL. Gerran has been in the financial services industry for over 17 years. His current practice specializes in helping individuals, families, corporations, and pension and profit-sharing plans achieve their financial goals. Gerran offers a variety of financial planning services, including investment management, retirement planning, and estate planning. He holds the Series 7, 9, 10, 31, and 66 licenses, as well as the SIE designation. Gerran is also a Certified Financial Planner (CFP).
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
02/04/2022 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
03/22/2018 - 10/19/2021
CUNA BROKERAGE SERVICES, INC. (Gurnee IL)
IL
05/25/2016 - 02/28/2018
TD AMERITRADE, INC. (OAK BROOK IL)
IL
01/06/2015 - 04/01/2016
PNC INVESTMENTS (ELK GROVE VILLAGE IL)
IL
07/14/2014 - 10/10/2014
HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)
IL
10/01/2012 - 09/03/2013
J.P. MORGAN SECURITIES LLC (ROLLING MEADOWS IL)
IL
10/13/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ELK GROVE VILLAGE IL)
MN
05/14/2003 - 09/07/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 06/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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