Brandon J. Lilly
Investment adviser representative at Highpoint Planning Partners
22 yearsExperience
1 stateRegistered in
$4.8BFirm assets
4 yearsFirm in business
Are you Brandon J. Lilly? Claim your profile
Contact this firm
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
22 years in the industry.
- Highpoint Planning PartnersAug 2024 to now
- Highpoint Advisor Group, LLCMay 2024 to now
- LPL Financial LLCMay 2024 to now
- J.P. Morgan Securities LLCJan 2023 to Apr 2024
- Derose Financial Planning GroupOct 2021 to Jan 2023
- JPMorgan Chase Bank, N.A.Jan 2021 to Sep 2021
- Advocate Christ Medical CenterDec 2004 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- 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
- 7444993
- Firm CRD
- 316636