Jon William Flaherty
Investment adviser representative at Highpoint Planning Partners
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
17 years in the industry.
- Highpoint Planning PartnersJun 2024 to now
- Highpoint Advisor Group, LLCMay 2024 to now
- Vantage Financial Partners, LimitedJan 2017 to Jul 2024
- Lincoln FinancialDec 2016 to Dec 2016
- Elks National Foundation, IncJul 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6728459
- Firm CRD
- 316636