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Kimberly Rae Taylor

Highpoint Planning Partners

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About Kimberly Rae Taylor

Kimberly Taylor is a registered Investment Advisor Representative with Highpoint Planning Partners. Kimberly has been in the financial services industry for over 17 years. She has a Series 7, Series 24, and Series 66 license. Kimberly specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Kimberly's previous experience was with LPL Financial Corporation, where she was registered from 2007 to 2009. Prior to that Kimberly was with Vantage Financial Partners Limited.

Firm Information

Kimberly Taylor 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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Kimberly Taylor’s Registration & Firm History

IL

06/03/2024 - Present

Highpoint Planning Partners (Arlington Heights IL)

IL

05/09/2007 - 08/31/2009

LPL FINANCIAL CORPORATION (ARLINGTON HTS IL)

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Licenses & Designations

BOTH

Issued 07/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/07/2007

Series 24 - General Securities Principal Examination

BC

Issued 05/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Rae Taylor.
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