BG
CFP
BG
CFP

Barbara Jean Gawdzik

38 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
8,096 clients
Average Client Portfolio
$494K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
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Location

400 Lake Street, Oak Park, IL, 60302

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Barbara is associated with G/R Wealth Management Group, LLC as a DBA for LPL business since 2014. She is also a registered investment advisor with Highpoint Advisor Group, LLC, dedicating full-time hours to investment-related activities.

Employment History
Current Registrations
Highpoint Planning Partners
November 2021 - Present · 4 yrs 3 mos
LPL Financial LLCBroker
November 2014 - Present · 11 yrs 3 mos
Previous Registrations
Highpoint Planning Partners
November 2014 - December 2021 · 7 yrs 1 mo
David A. Noyes & Company
November 2007 - November 2014 · 7 yrs
David A. Noyes & CompanyBroker
September 1994 - November 2014 · 20 yrs 2 mos
Invest Financial CorporationBroker
February 1991 - September 1994 · 3 yrs 7 mos
Gna Securities, INC.Broker
January 1991 - February 1991 · 1 mo
Invest Financial CorporationBroker
March 1987 - December 1990 · 3 yrs 9 mos
State Registrations15 states
AZCOFLGAILINMIMONCNVORPATXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.