CB
Christopher J. Breitenbach
HIGHPOINT PLANNING PARTNERS
St. Charles, IL 60174
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CRD#: 5457671
CB
Professional summary
Christopher John Breitenbach is a registered financial advisor currently at HIGHPOINT PLANNING PARTNERS located in St. Charles, Illinois and LPL FINANCIAL LLC located in St. Charles, Illinois.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Christopher has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) 03/07/2014 - DBA ONLY - ONPATH FINANCIAL - ST. CHARLES, IL (2) 07/01/2014 - HIGHPOINT PLANNING PARTNERS, LLC- REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) ONPATH FINANCIAL - IAR FOR RIA- TIME SPENT 20% - ST. CHARLES, IL (3) HIGHPOINT ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 80 HOURS PER MONTH - ST. CHARLES, IL (4) 05/24/2016 * Breitenbach Financial Services, LLC. * Business Entity For Tax/Investment Purposes Only * inv rel * 1504 Coolidge Ave, Wheaton, IL 60189 * Commission and Fee-based asset management, financial planning * start 11/17/2015 * 1 hr/mo; 0 hrs during secs trdg hrs. (5) 5/29/2018 - Leaders Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 12/01/2016 - 2 Hours Per Month/2 Hours During Securities Trading. (6) 10/14/2022 - Wheaton Park District - Not Investment Related - Wheaton, IL-Various-All Park District Fields - Outside/W-2 Employment - Assistant Coach - Start Date: 09/20/2022 - 20 Hours Per Month/0 Hours During Securities Trading - I am an assistant coach with the Wheaton United Soccer Club.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher John Breitenbach'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
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
March 7, 2014 - Present
LPL FINANCIAL LLC
Office #1: 10 W Illinois St # 120, St. Charles, IL 60174RIA
BD
CRD#: 6413
St. Charles, IL
Past
March 10, 2014 - December 31, 2021
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 163768
St. Charles, IL
Past
November 1, 2011 - December 4, 2015
CB3 FINANCIAL GROUP, INC.
RIA
CRD#: 159156
GENEVA, IL
Past
January 9, 2008 - March 7, 2014
WORLD EQUITY GROUP, INC.
RIA
CRD#: 29087
GENEVA, IL
Past
December 10, 2007 - March 7, 2014
WORLD EQUITY GROUP, INC.
BD
CRD#: 29087
GENEVA, 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
Florida(11/11/2016)
RR
Illinois(3/7/2014)
IAR
Illinois(12/8/2021)
RR
Indiana(6/3/2014)
IAR
Texas(6/23/2023)
RR
Wisconsin(6/19/2015)
Exams
State Security Law 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
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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#: 316636St. Charles, IL 60174TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
