Kyle Michael Rohrwasser
Investment adviser representative at Highpoint Planning Partners
14 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
14 years in the industry.
- Highpoint Planning PartnersJun 2024 to now
- Highpoint Advisor Group, LLCMay 2024 to now
- Vantage Financial Partners LimitedApr 2021 to Jul 2024
- Ameriprise Financial Services, IncDec 2019 to Apr 2021
- UnemployedMay 2019 to Nov 2019
- Northwestern Mutual Investment Services, LLCSep 2018 to Apr 2019
- Northwestern Mutual Wealth Management CompanyJan 2017 to Apr 2019
- Vantage Financial Partners LimitedMay 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
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
- 5671064
- Firm CRD
- 316636