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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dennis Keller is an investment advisor representative at Highpoint Planning Partners and has been in the industry since September 12, 2006. James Keller has a broad range of experience and holds the Series 7, Series 31, and Series 66 licenses, as well as the SIE exam. He is also a Certified Financial Planner. James Keller is registered to provide investment advice in 24 states, including Illinois, Texas, and California. James Keller is also registered as an investment advisor representative in Illinois and Texas. He specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. James Keller is a registered investment advisor representative with Highpoint Planning Partners since October 2013.
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
03/22/2022 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
09/12/2006 - 12/02/2008
EDWARD JONES (ST CHARLES IL)
BOTH
Issued 09/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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