Davis Marshall Baker
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 PartnersJun 2026 to now
- Highpoint Advisor Group, LLC dba Onpath FinancialJun 2026 to now
- LPL Financial LLCMay 2026 to now
- Cambridge Investment Research, Inc.Jun 2025 to May 2026
- The Ameriflex GroupJan 2024 to May 2026
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- Sagepoint Financial, Inc.May 2023 to Sep 2023
- Landon Management ServicesSep 2021 to Apr 2023
- Fidelity InvestmentsJan 2021 to Sep 2021
- The Pro's ClosetApr 2019 to Jan 2021
- The Vanguard Group, Inc.Jun 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
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
- 6661870
- Firm CRD
- 316636