Callie M Just
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.
- Highpoint Planning PartnersOct 2024 to now
- Highpoint Advisor Group, LLCSep 2024 to now
- LPL Financial LLCSep 2024 to now
- Just Chic LLCMar 2021 to now
- Foreside Financial Services, LLCAug 2022 to Aug 2024
- Systematics, Inc.May 2020 to Oct 2021
- Ppm America, Inc.Oct 2016 to Aug 2024
- Jackson National Life Distributors LLCOct 2016 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6488114
- Firm CRD
- 316636