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Nicholas Ryan Poe

Highpoint Planning Partners

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About Nicholas Ryan Poe

Nicholas Poe is an investment advisor representative with Highpoint Planning Partners, a registered investment advisor firm. He started his career in the financial services industry in 2011. Nicholas holds the Series 7 and Series 63 licenses. Nicholas is registered in multiple states to provide both broker-dealer and investment advisory services. Nicholas has experience providing financial planning and portfolio management services to individuals, businesses, and retirement plans.

Firm Information

Nicholas Poe 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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Nicholas Poe’s Registration & Firm History

IL

08/21/2024 - Present

Highpoint Planning Partners (DOWNERS GROVE IL)

KY

01/08/2015 - 07/30/2024

LPL FINANCIAL LLC (PADUCAH KY)

KY

07/26/2011 - 07/03/2013

LPL FINANCIAL LLC (PADUCAH KY)

KY

04/22/2008 - 09/22/2009

LPL FINANCIAL CORPORATION (CENTRAL CITY KY)

FL

01/21/2008 - 03/24/2008

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

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Licenses & Designations

IA

Issued 08/11/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Ryan Poe.
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