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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rohrwasser is an Investment Advisor Representative with Highpoint Planning Partners. Michael has over 30 years of experience in the financial services industry. Michael holds the Series 6, 7, and 63 licenses. Michael is also a Certified Financial Planner. Michael has a long history of working with individuals, families, and businesses. Michael has extensive experience providing financial planning, portfolio management, and retirement planning services. Michael is committed to providing clients with personalized financial advice and guidance.
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
06/06/2024 - Present
Highpoint Planning Partners (Arlington Heights IL)
IL
09/11/1998 - 12/04/2008
LPL FINANCIAL CORPORATION (ARLINGTON HTS IL)
MA
04/18/1990 - 09/17/1998
LONG GROVE TRADING CO. (BOSTON MA)
AZ
11/19/1989 - 04/27/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/18/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/14/1988 - 05/11/1989
KURK FINANCIAL SECURITIES, INC.
NA
09/24/1987 - 10/27/1988
KAVANAUGH SECURITIES, INC.
NA
08/25/1983 - 03/10/1984
PRUCO SECURITIES CORPORATION
BC
Issued 02/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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