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John Lewis Boyer

Investment adviser representative at Highpoint Planning Partners
13 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

13 years in the industry.

  1. Highpoint Planning PartnersNov 2021 to now
  2. Highpoint Advisor Group, LLCAug 2021 to now
  3. LPL Financial LLCJul 2013 to now
  4. Level Four Advisory Services LLCJul 2013 to Aug 2021

Exams passed

  • Series 66 · Uniform Combined State Law2002

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
4523916
Firm CRD
316636
Advisor's SEC record (opens in a new tab)
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