Benjamin Caruso
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.
- Highpoint Planning PartnersSep 2023 to now
- Highpoint Advisor Group, LLCSep 2023 to now
- LPL Financial LLCSep 2023 to now
- Edward JonesApr 2019 to Jul 2023
- Bank of America NAFeb 2018 to Apr 2019
- Merrill LynchSep 2017 to Apr 2019
- Mb Financial BankSep 2017 to Sep 2017
- Cetera Investment Advisers LLCJan 2014 to Aug 2017
- Cetera Investment ServicesMay 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 5993084
- Firm CRD
- 316636