MM
Max M. Murphy
HIGHPOINT PLANNING PARTNERS
BLOOMFIELD HILLS, MI 48304
Some features on this profile are disabled
CRD#: 7431255
MM
Professional summary
Max Michael Murphy, who also goes by Max Murphy, is a registered financial advisor currently at HIGHPOINT PLANNING PARTNERS located in Bloomfield Hills, Michigan and LPL FINANCIAL LLC located in Bloomfield Hills, Michigan.
Max is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Max has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Max Murphy
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) 07/02/2025 - Murphy Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/02/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 2) 09/23/2025 - HighPoint Advisor Group, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:06/02/2025 - 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 6/2025. 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.
CRS (Client Relationship Summary) - RIA
Click below to view Max Michael Murphy'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
June 10, 2025 - Present
HIGHPOINT PLANNING PARTNERS
Office #1: 42714 Woodward Avenue, Bloomfield Hills, MI 48304RIA
CRD#: 316636
BLOOMFIELD HILLS, MI
Current
November 14, 2022 - Present
LPL FINANCIAL LLC
Office #1: 42714 Woodward Avenue, Bloomfield Hills, MI 48304RIA
BD
CRD#: 6413
Bloomfield Hills, MI
Past
November 14, 2022 - June 4, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
April 21, 2022 - November 16, 2022
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
CHARLOTTE, NC
Past
April 6, 2022 - November 16, 2022
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
Past
September 16, 2021 - February 14, 2022
PLANTE MORAN FINANCIAL ADVISORS
RIA
CRD#: 112158
Auburn Hills, MI
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(1/12/2023)
RR
Alaska(1/12/2023)
RR
Arizona(1/12/2023)
RR
Arkansas(1/12/2023)
RR
California(1/12/2023)
RR
Colorado(1/12/2023)
RR
Connecticut(1/12/2023)
RR
Delaware(1/12/2023)
RR
District of Columbia(1/12/2023)
RR
Florida(1/12/2023)
RR
Georgia(1/12/2023)
RR
Hawaii(1/12/2023)
RR
Idaho(1/12/2023)
RR
Illinois(1/12/2023)
RR
Indiana(1/12/2023)
RR
Iowa(1/12/2023)
RR
Kansas(1/12/2023)
RR
Kentucky(1/12/2023)
RR
Louisiana(1/12/2023)
RR
Maine(1/12/2023)
RR
Maryland(1/12/2023)
RR
Massachusetts(1/12/2023)
RR
Michigan(1/12/2023)
IAR
Michigan(6/10/2025)
RR
Minnesota(1/12/2023)
RR
Mississippi(1/12/2023)
RR
Missouri(1/12/2023)
RR
Montana(1/12/2023)
RR
Nebraska(1/12/2023)
RR
Nevada(1/12/2023)
RR
New Hampshire(1/12/2023)
RR
New Jersey(1/12/2023)
RR
New Mexico(1/12/2023)
RR
New York(1/12/2023)
RR
North Carolina(11/14/2022)
RR
North Dakota(1/12/2023)
RR
Ohio(1/12/2023)
RR
Oklahoma(1/12/2023)
RR
Oregon(1/12/2023)
RR
Pennsylvania(1/12/2023)
RR
Puerto Rico(1/12/2023)
RR
Rhode Island(1/12/2023)
RR
South Carolina(11/14/2022)
RR
South Dakota(1/12/2023)
RR
Tennessee(1/12/2023)
RR
Texas(1/12/2023)
RR
Utah(1/12/2023)
RR
Vermont(1/12/2023)
RR
Virgin Islands(1/12/2023)
RR
Virginia(1/12/2023)
RR
Washington(1/12/2023)
RR
West Virginia(1/12/2023)
RR
Wisconsin(1/12/2023)
RR
Wyoming(1/12/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/6/2022
General Securities Representative ExaminationGeneral 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
