Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas Smith is a financial advisor with Highpoint Planning Partners. Michael has been in the industry since 2000. Michael's firm is based in Downers Grove, Illinois, and provides financial planning, portfolio management, and other advisory services. Michael has a broad range of experience in the financial services industry, including experience with Investment Professionals, Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Michael is currently registered with the state of Illinois. Michael has a proven track record of success in 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
12/17/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
07/29/2013 - 03/02/2015
INVESTMENT PROFESSIONALS, INC. (NAPERVILLE IL)
IL
01/01/2008 - 07/29/2013
WELLS FARGO ADVISORS, LLC (PALOS HEIGHTS IL)
IL
06/23/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JOLIET IL)
NJ
01/04/2000 - 07/02/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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