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Heather A Corley

Highpoint Planning Partners

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About Heather A Corley

Heather Corley is a registered investment advisor representative with Highpoint Planning Partners in Naperville, Illinois. Heather holds the Series 63, Series 65 and Series 7TO licenses as well as the SIE. Heather is a licensed financial advisor with over 8 years of experience in the financial services industry. She has a strong background in providing financial advice to individuals, families, and businesses. Heather specializes in financial planning, portfolio management, and retirement planning.

Firm Information

Heather Corley 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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Heather Corley’s Registration & Firm History

IL

11/01/2021 - Present

Highpoint Planning Partners (NAPERVILLE IL)

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Licenses & Designations

BC

Issued 02/21/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/16/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather A Corley.
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