DM
Daniel G. Mccabe
HIGHPOINT PLANNING PARTNERS
ORLAND PARK, IL 60462
Some features on this profile are disabled
CRD#: 1269511
DM
Professional summary
Daniel Gerard Mccabe, who also goes by Daniel G Mccabe, is a registered financial advisor currently at HIGHPOINT PLANNING PARTNERS located in Orland Park, Illinois and LPL FINANCIAL LLC located in Orland Park, Illinois.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Daniel has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22, Series 3, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel G Mccabe
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 3/19/2014: LEADERS PARTNERS - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - TIME SPENT 1% - Selling Life insurance and long term care. 2. 8/8/2014: HIGHPOINT ADVISOR GROUP, LLC - DBA: MCCABE FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR DBA - 80 Hours Per Month/40 Hours During Securities Trading. 3. 8/8/2014: HIGHPOINT ADVISOR GROUP, LLC - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - IAR. 4) 03/07/2025 - McCabe Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:03/06/2025 - 5 Hrs/Mth - 5 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Gerard Mccabe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 16, 2021 - Present
HIGHPOINT PLANNING PARTNERS
Office #1: 9661 West 143rd Street Suite 101, Orland Park, IL 60462RIA
CRD#: 316636
ORLAND PARK, IL
Current
May 17, 2013 - Present
LPL FINANCIAL LLC
Office #1: 9661 W. 143rd Street Suite 101, Orland Park, IL 60462RIA
BD
CRD#: 6413
Orland Park, IL
Past
June 17, 2013 - December 31, 2021
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 163768
Orland Park, IL
Past
March 30, 2006 - May 22, 2013
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
ORLAND PARK, IL
Past
March 30, 2006 - May 22, 2013
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ORLAND PARK, IL
Past
July 12, 2005 - March 31, 2006
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
ORLAND PARK, IL
Past
July 6, 2005 - March 31, 2006
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
ORLAND PARK, IL
Past
February 1, 1999 - July 6, 2005
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Past
June 2, 1995 - February 1, 1999
WINGSPAN INVESTMENT SERVICES
BD
CRD#: 17516
CHICAGO, IL
Past
July 19, 1994 - May 15, 1995
ALLIANCEBERNSTEIN INVESTMENTS, INC.
BD
CRD#: 14549
NASHVILLE, TN
Past
November 12, 1991 - February 14, 1994
WINGSPAN INVESTMENT SERVICES
BD
CRD#: 17516
CHICAGO, IL
Past
April 3, 1991 - October 22, 1991
HEIDTKE & COMPANY, INC.
BD
CRD#: 13951
NASHVILLE, TN
Past
March 30, 1988 - November 5, 1991
RJO SECURITIES, INC.
BD
CRD#: 13586
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HP
HIGHPOINT PLANNING PARTNERS
ASPIRE DIVORCE SOLUTIONS, LLC | VERTEX PLANNING PARTNERS, LLC | VANTAGE FINANCIAL | VANDERVOORN & ASSOC | TWG WEALTH PLANNING | TWG BENEFITS | TOMORROW'S WEALTH PLANNING | THE ASSOCIATES GROUP | STONEBRIDGE WEALTH ADVISORS | SHAMROCK FINANCIAL PLANNING | SANSONE & ASSOCIATES, P.C. | SAFE HARBOR RETIREMENT CONSULTANTS, LLC | SA PIGGUSH BUSINESS & RETIREMENT PLANNING | RSM FINANCIAL SOLUTIONS | ROUND HILL WEALTH MANAGEMENT | ROGER J. ENSMINGER & ASSOCIATES | R. KNAPP FINANCIAL INC | PROFESSIONAL WEALTH ADVISORS LLC | PARTNERS ADVISORS LTD. | ONPATH FINANCIAL, LLC | MIKE LYNCH, INC. | MIDWEST FAMILY WEALTH MANAGEMENT | MCCABE FINANCIAL GROUP | LPL FINANCIAL | LLOYD WEALTH ADVISORS | KENNEDY FINANCIAL GROUP | KELLER PETERSON WEALTH ADVISORS, LLC | KEITH E. MURPHY | J. KAHN & ASSOCIATES LLC | INTRINSIC WEALTH MANAGEMENT | INDIGO WEALTH ADVISORS | HIGHPOINT PLANNING PARTNERS | HIGHPOINT ADVISOR GROUP, LLC | HIGHPOINT ADVISOR GROUP | G/R WEALTH MANAGEMENT GROUP LLC | FRICK INVESTMENT GROUP | FINANCIAL PLANNING FOR GENERATION X | EQUILIBRIUM WEALTH MANAGEMENT | ELEVATION WEALTH MANAGEMENT | EINSPAR FAMILY FINANCIAL | EBERLIN FINANCIAL SERVICES | DOAK FINANCIAL, LLC | CORE WEALTH PLANNING | CHASE ENTERPRISES FINANCIAL | CB3 FINANCIAL GROUP INC. | BLACK DIAMOND PLANNERS | BENEFIT PARTNERS FINANCIAL GROUP | ASPIRE PLANNING GROUP LLC
CRD#: 316636 / SEC#: 801-122583
RIA
Registered Investment Advisory firm - (10/29/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/27/2015)
RR
California(2/27/2015)
RR
Colorado(2/27/2015)
RR
Florida(6/10/2013)
RR
Illinois(5/17/2013)
IAR
Illinois(11/16/2021)
RR
Indiana(6/10/2013)
RR
Michigan(2/27/2015)
RR
Missouri(2/27/2015)
IAR
Texas(8/24/2025)
RR
Wisconsin(7/29/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HP
HIGHPOINT PLANNING PARTNERS
ASPIRE DIVORCE SOLUTIONS, LLC | VERTEX PLANNING PARTNERS, LLC | VANTAGE FINANCIAL | VANDERVOORN & ASSOC | TWG WEALTH PLANNING | TWG BENEFITS | TOMORROW'S WEALTH PLANNING | THE ASSOCIATES GROUP | STONEBRIDGE WEALTH ADVISORS | SHAMROCK FINANCIAL PLANNING | SANSONE & ASSOCIATES, P.C. | SAFE HARBOR RETIREMENT CONSULTANTS, LLC | SA PIGGUSH BUSINESS & RETIREMENT PLANNING | RSM FINANCIAL SOLUTIONS | ROUND HILL WEALTH MANAGEMENT | ROGER J. ENSMINGER & ASSOCIATES | R. KNAPP FINANCIAL INC | PROFESSIONAL WEALTH ADVISORS LLC | PARTNERS ADVISORS LTD. | ONPATH FINANCIAL, LLC | MIKE LYNCH, INC. | MIDWEST FAMILY WEALTH MANAGEMENT | MCCABE FINANCIAL GROUP | LPL FINANCIAL | LLOYD WEALTH ADVISORS | KENNEDY FINANCIAL GROUP | KELLER PETERSON WEALTH ADVISORS, LLC | KEITH E. MURPHY | J. KAHN & ASSOCIATES LLC | INTRINSIC WEALTH MANAGEMENT | INDIGO WEALTH ADVISORS | HIGHPOINT PLANNING PARTNERS | HIGHPOINT ADVISOR GROUP, LLC | HIGHPOINT ADVISOR GROUP | G/R WEALTH MANAGEMENT GROUP LLC | FRICK INVESTMENT GROUP | FINANCIAL PLANNING FOR GENERATION X | EQUILIBRIUM WEALTH MANAGEMENT | ELEVATION WEALTH MANAGEMENT | EINSPAR FAMILY FINANCIAL | EBERLIN FINANCIAL SERVICES | DOAK FINANCIAL, LLC | CORE WEALTH PLANNING | CHASE ENTERPRISES FINANCIAL | CB3 FINANCIAL GROUP INC. | BLACK DIAMOND PLANNERS | BENEFIT PARTNERS FINANCIAL GROUP | ASPIRE PLANNING GROUP LLC
CRD#: 316636 / SEC#: 801-122583
RIA
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Contact information
Main Address
2651 Warrenville Road Suite 200, Downers Grove, IL 60515
Mailing Address
Phone number
(630) 719-9222
Established
Firm type
Fiscal year end
# of Employees
104
SEC notice filing (46 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,813 |
| AUM (Assets Under Management) | $ 3,999,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HIGHPOINT PLANNING PARTNERS
CRD#: 316636Orland Park, IL 60462TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
