Daniel S. Tresemer
HIGHPOINT PLANNING PARTNERS
St. Charles, IL 60174
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CRD#: 2922195
Daniel Scott TresemerHIGHPOINT PLANNING PARTNERS
Professional summary
Daniel Scott Tresemer, CFP®, who also goes by Dan Tresemer, is a registered financial advisor currently at HIGHPOINT PLANNING PARTNERS located in St. Charles, Illinois and LPL FINANCIAL LLC located in St. Charles, Illinois.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Daniel has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
At a Glance
Min. Asset: Under $50K
Services Offered
Retirement Planning
Business Succession Planning
Insurance Planning
Estate Planning
Investment Planning
Comprehensive Financial Planning
Aliases
Dan Tresemer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Scott Tresemer'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: 2004
Experience
Current
December 8, 2021 - Present
HIGHPOINT PLANNING PARTNERS
Office #1: 10 West Illinois Street Suite 120, St. Charles, IL 60174RIA
CRD#: 316636
St. Charles, IL
Current
January 11, 2007 - Present
LPL FINANCIAL LLC
Office #1: 10 W Illinois St # 120, St. Charles, IL 60174RIA
BD
CRD#: 6413
ST. CHARLES, IL
Past
July 16, 2025 - July 13, 2026
LPL FINANCIAL LLC
RIA
CRD#: 6413
GENEVA, IL
Past
November 12, 2013 - December 31, 2021
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 163768
St. Charles, IL
Past
January 11, 2007 - October 29, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
GENEVA, IL
Past
January 29, 2004 - January 16, 2007
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
GENEVA, IL
Past
July 1, 2002 - January 16, 2007
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
GENEVA, IL
Past
July 30, 1997 - July 1, 2002
LUTHERAN BROTHERHOOD SECURITIES CORP.
BD
CRD#: 4205
MINNEAPOLIS, MN
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
Alabama(9/2/2014)
RR
Alaska(6/2/2014)
RR
Arizona(1/11/2007)
RR
Arkansas(6/2/2014)
RR
California(1/11/2007)
RR
Colorado(6/25/2008)
RR
Connecticut(6/2/2014)
RR
Delaware(6/2/2014)
RR
District of Columbia(4/18/2016)
RR
Florida(7/24/2007)
RR
Georgia(9/8/2009)
RR
Hawaii(4/13/2016)
RR
Idaho(6/2/2014)
RR
Illinois(1/11/2007)
IAR
Illinois(12/8/2021)
RR
Indiana(1/11/2007)
RR
Iowa(6/25/2008)
RR
Kansas(6/25/2010)
RR
Kentucky(9/8/2009)
RR
Louisiana(6/2/2014)
RR
Maine(6/2/2014)
RR
Maryland(6/17/2013)
RR
Massachusetts(1/11/2007)
RR
Michigan(9/8/2009)
RR
Minnesota(1/11/2007)
RR
Mississippi(6/2/2014)
RR
Missouri(7/7/2009)
RR
Montana(7/12/2010)
RR
Nebraska(6/2/2014)
RR
Nevada(1/11/2007)
RR
New Hampshire(6/13/2014)
RR
New Jersey(6/2/2014)
RR
New Mexico(2/28/2014)
RR
New York(3/27/2009)
RR
North Carolina(8/6/2008)
RR
North Dakota(6/25/2010)
RR
Ohio(5/21/2008)
RR
Oklahoma(7/29/2008)
RR
Oregon(2/28/2014)
RR
Pennsylvania(5/21/2008)
RR
South Carolina(7/18/2007)
RR
South Dakota(3/26/2010)
RR
Tennessee(6/25/2008)
RR
Texas(1/11/2007)
IAR
Texas(5/19/2022)
RR
Utah(6/23/2010)
RR
Vermont(6/2/2014)
RR
Virginia(5/4/2009)
RR
Washington(9/22/2008)
RR
West Virginia(3/6/2015)
RR
Wisconsin(1/11/2007)
RR
Wyoming(6/2/2014)
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
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
Registered Investment Advisory firm - (10/29/2021 Approved)Loading...
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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Company Information
HIGHPOINT PLANNING PARTNERS
CRD#: 316636St. Charles, IL 60174TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
