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Kyle Michael Rohrwasser

Highpoint Planning Partners

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About Kyle Michael Rohrwasser

Kyle Michael Rohrwasser is a financial advisor at Highpoint Planning Partners. Kyle has been in the financial services industry since 2012 and holds Series 63 and Series 65 licenses. Kyle is registered with the state of Illinois and specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Kyle has worked for several firms prior to joining Highpoint Planning Partners, including Ameriprise Financial Services, LLC and Northwestern Mutual Investment Services, LLC.

Firm Information

Kyle Rohrwasser 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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Kyle Rohrwasser’s Registration & Firm History

IL

06/04/2024 - Present

Highpoint Planning Partners (Arlington Heights IL)

IL

01/13/2020 - 04/01/2021

AMERIPRISE FINANCIAL SERVICES, LLC (SCHAUMBURG IL)

IL

09/17/2018 - 04/22/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VERNON HILLS IL)

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Licenses & Designations

IA

Issued 01/13/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/05/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Michael Rohrwasser.
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