Calvin Allen Rowland
Investment adviser representative at Highpoint Planning Partners
10 yearsExperience
1 stateRegistered in
$4.8BFirm assets
4 yearsFirm in business
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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 PartnersDec 2024 to now
- Highpoint Advisor Group, LLCDec 2024 to now
- LPL Financial LLCDec 2024 to now
- Prudential Financial Planning ServicesOct 2016 to Dec 2024
- Pruco Securities, LLC.Jan 2016 to Dec 2024
- The Prudential Insurance Company of AmericaJan 2016 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
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
- 3254396
- Firm CRD
- 316636