Gerran James Batterberry
Investment adviser representative at Highpoint Planning Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Highpoint Planning PartnersFeb 2022 to now
- Highpoint Advisor Group, LLC (highpoint Planning Partners)Jan 2022 to now
- LPL Financial, LLCJan 2022 to now
- Flight TrainingOct 2021 to Jan 2022
- Cuna Brokerage Services, Inc.Mar 2018 to Oct 2021
- Cuna Mutual GroupMar 2018 to Oct 2021
- TdameritradeMay 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (IL).
Highpoint Planning Partners
Legal name: Highpoint Advisor Group, LLC
$4.8BAssets managed
9,258Clients
114Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2559673
- Firm CRD
- 316636