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Tina Meckaroski

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.

  1. Highpoint Planning PartnersJan 2024 to now
  2. Highpoint Advisor Group, LLCJan 2024 to now
  3. LPL Financial LLCNov 2023 to now
  4. UnemployeedMay 2022 to Nov 2023
  5. Pacific Investment Management Company LLCJan 2020 to May 2022
  6. Pimco Investments LLCJan 2020 to May 2022
  7. Nuveen InvestmentsJun 2016 to Jan 2020

Exams passed

  • Series 66 · Uniform Combined State Law2009

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
5404640
Firm CRD
316636
Advisor's SEC record (opens in a new tab)
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