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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey L. Menough is a financial advisor with over 30 years of experience in the industry. Jeffrey currently works at Highpoint Planning Partners and holds registrations in both Illinois and Texas. Jeffrey has previously worked for several other firms, including Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., A. G. Edwards & Sons, Inc., Waterhouse Securities, Inc., Kober Financial Corp., Oppenheimer & Co., Inc. and Chatfield Dean & Co., Inc. Jeffrey is a Certified Financial Planner™ and holds several industry licenses, including Series 7, Series 10, Series 9, Series 31, and Series 66. Jeffrey specializes in providing financial planning, portfolio management, and pension consulting services to both individuals and businesses. Jeffrey has a strong commitment to helping clients achieve their financial goals.
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 (St. Charles IL)
IL
10/05/2009 - 07/09/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ST. CHARLES IL)
IL
05/24/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ST. CHARLES IL)
IL
02/07/1994 - 06/01/2006
A. G. EDWARDS & SONS, INC. (HANOVER PARK IL)
NE
12/10/1992 - 02/10/1994
WATERHOUSE SECURITIES, INC. (OMAHA NE)
CO
06/10/1992 - 06/26/1992
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
NY
04/21/1992 - 06/25/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
CO
02/17/1992 - 03/25/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 03/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/02/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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