Daniel Eugene Zalipski
Investment adviser representative at Highpoint Planning Partners
18 yearsExperience
1 stateRegistered in
CFADesignation
$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
18 years in the industry.
- Highpoint Planning PartnersJun 2024 to now
- Highpoint Advisor Group, LLCMay 2024 to now
- Vantage Financial Partners LimitedFeb 2008 to Jul 2024
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
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
- 5503645
- Firm CRD
- 316636