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CFP
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CFP

Michael Lynch

Highpoint Planning Partners
34 Years of Experience
Downers Grove, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Lynch is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 34 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 8,096 clients with $4B in assets under management.

Highpoint Planning Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
112 advisors
Number of Clients
8,096 clients
Average Client Portfolio
$494K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

HighPoint Advisor Group charges an annual fee based on the value of your portfolio, ranging from 0% to 2.20%. This fee is billed quarterly in advance. If you end your agreement before the quarter is over, you'll receive a prorated refund for the remaining days.

View Full SEC Brochure

Location

2651 Warrenville Road, Suite 200, Downers Grove, IL, 60515

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 1999
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael receives trails on non-variable insurance since 1990 and dedicates minimal time to it. He also operates under several DBAs (Mike Lynch, Inc. and HighPoint Planning Partners) for his LPL business and provides investment advisory services through HighPoint Advisor Group, spending about half his time on these activities. Michael is also a notary public.

Employment History
Current Registrations
Highpoint Planning Partners
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
May 2012 - Present · 14 yrs
Previous Registrations
Highpoint Planning Partners
June 2018 - December 2021 · 3 yrs 6 mos
LPL Financial LLC
May 2012 - June 2018 · 6 yrs 1 mo
Fsc Securities Corporation
September 2009 - May 2012 · 2 yrs 8 mos
Fsc Securities CorporationBroker
September 2009 - May 2012 · 2 yrs 8 mos
Waterstone Financial Group, INC.
November 2003 - September 2009 · 5 yrs 10 mos
Waterstone Financial Group, INC.Broker
July 2003 - September 2009 · 6 yrs 2 mos
Macbeth & Associates, INC.
October 2000 - December 2003 · 3 yrs 2 mos
Re-Direct Securities CORPBroker
September 1998 - July 2003 · 4 yrs 10 mos
Eneric Financial Services, INC.Broker
May 1998 - September 1998 · 4 mos
Cambridge Investment Research, INC.Broker
May 1998 - September 1998 · 4 mos
Re-Direct Securities CORPBroker
February 1994 - April 1998 · 4 yrs 2 mos
Long Grove Trading CO.Broker
August 1991 - February 1994 · 2 yrs 6 mos
State Registrations18 states
AZCAFLIAILINKYMAMEMIMNNEOHPASCTNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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