BM
Brooks Morrow
HIGHPOINT PLANNING PARTNERS
Dallas, TX 75254
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CRD#: 6647174
BM
Professional summary
Brooks Morrow is a registered financial advisor currently at HIGHPOINT PLANNING PARTNERS located in Dallas, Texas and LPL FINANCIAL LLC located in League City, Texas.
Brooks is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Brooks has worked at 3 firms and has passed the Series 66, SIE and Series 7 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) Tomorrows Wealth Planning; Investment-related; Same address; Investment Advisor Representative; Doing Business As ("DBA") name for investment advisory activities with HighPoint Advisor Group, LLC; Full-time position 2) Dovetail Residential - Not Investment Related - 704 Petunia Drive Lantana Texas 76226 - Real Estate Rental - Owner - Started 08/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 3) Tomorrows Acquisitions - Investment Related - Home Based - Business Owner - Start Date 03/01/2023 - 5 Hours Per Month/0 Hours During Securities Trading 4) Alora Distribution - Not Investment Related - Lantana, TX - Business Owner - Owner - Start Date 07/03/2023 - 2 Hours Per Month/ 0 Hours During Securities Trading 5) 03/12/2025 - Tomorrow's Wealth Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:03/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through Highpoint Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 03/11/2025 - Highpoint Advisor Group, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date:03/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through Highpoint Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 03/10/2025 - Tomorrow's Wealth Planning - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:03/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 8) 03/07/2025 - Tomorrow's Wealth Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Brooks Morrow'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
March 3, 2025 - Present
HIGHPOINT PLANNING PARTNERS
Office #1: 5050 Quorum Drive Suite 700, Dallas, TX 75254Office #3: 176 Mcmakin Road, Bartonville, TX 76226RIA
CRD#: 316636
Dallas, TX
Current
January 16, 2018 - Present
LPL FINANCIAL LLC
RIA
BD
CRD#: 6413
League City, TX
Past
May 22, 2024 - March 25, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
DALLAS, TX
Past
June 5, 2018 - February 14, 2025
ADVISOR RESOURCE COUNCIL
RIA
CRD#: 164109
Dallas, TX
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
California(6/10/2021)
RR
Colorado(6/10/2021)
RR
Florida(4/24/2023)
RR
Louisiana(6/10/2021)
RR
Texas(5/24/2018)
IAR
Texas(3/3/2025)
RR
Wyoming(6/3/2021)
Exams
State Security Law 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#: 316636Dallas, TX 75254TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
