WE
Willard J. Einspar
HIGHPOINT PLANNING PARTNERS
DOWNERS GROVE, IL 60515
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CRD#: 2482864
WE
Professional summary
Willard John Einspar, CFP®, who also goes by Will Einspar, Willard J Einspar, is a registered financial advisor currently at HIGHPOINT PLANNING PARTNERS located in Downers Grove, Illinois and LPL FINANCIAL LLC located in Downers Grove, Illinois.
Willard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Willard has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Insurance Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Will Einspar | Willard J Einspar
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. 05/06/2016 - PINNACLE, METROPOLITAN LIFE INSURANCE COMPANY/ NON-VARIABLE INSURANCE/ 5%/ DOWNERS GROVE, IL
2. 05/11/2016 * Highpoint Advisor Group, LLC * Registered Investment Advisor Hybrid * inv rel * at reported business location(s) * IAR * Start 3/6/2016 * time spent 50%
3. 06/21/2016 * Einspar Family Financial, LLC. * DBA for LPL Business (entity for LPL business) * Einspar Family Financial, LLC. * INV REL * 3000 Woodcreek Drive, Unit 210, Downers Grove, IL 60515 * START 06/09/2016 * 160 HRS/MO DURING SECS TRDG HRS.
4. 08/01/2016: No Business Name - Non-Variable Insurance - INV REL - At Reported Business Location(s) - Start 07/01/2016 - agent paid at carrier level - 0 Hr/Mo
CRS (Client Relationship Summary) - RIA
Click below to view Willard John Einspar'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®
CFP®
Start date: 2002
Experience
Current
November 2, 2021 - Present
HIGHPOINT PLANNING PARTNERS
Office #1: 3000 Woodcreek Unit 210, Downers Grove, IL 60515RIA
CRD#: 316636
DOWNERS GROVE, IL
Current
May 6, 2016 - Present
LPL FINANCIAL LLC
Office #1: 3000 Woodcreek Dr, Unit 210, Downers Grove, IL 60515RIA
BD
CRD#: 6413
Downers Grove, IL
Past
May 10, 2016 - December 31, 2021
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 163768
Downers Grove, IL
Past
February 13, 1998 - May 10, 2016
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
DOWNERS GROVE, IL
Past
May 10, 1994 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
DOWNERS GROVE, IL
Past
May 10, 1994 - May 10, 2016
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
DOWNERS GROVE, 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(5/6/2016)
RR
California(5/6/2016)
RR
Connecticut(5/1/2025)
RR
Florida(5/6/2016)
RR
Illinois(5/6/2016)
IAR
Illinois(11/2/2021)
RR
Iowa(8/15/2017)
RR
Maryland(5/16/2016)
RR
Michigan(9/25/2025)
RR
Minnesota(5/6/2016)
RR
Nevada(5/6/2016)
RR
New Jersey(1/18/2017)
RR
North Carolina(5/6/2016)
RR
Pennsylvania(5/6/2016)
RR
Rhode Island(5/6/2016)
RR
South Carolina(8/21/2017)
RR
Texas(5/6/2016)
IAR
Texas(3/24/2022)
RR
Wisconsin(5/6/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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#: 316636Downers Grove, IL 60515TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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