AF
CFP
AF
CFP

Annette Erika Findling

32 Years of Experience
BrokerSells Insurance
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

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

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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 ActivitiesSells Insurance

Annette spends nearly all of her time on Stonebridge Wealth Advisors, LLC and HighPoint Advisor Group, LLC. She also dedicates minimal time to non-variable insurance, speaking/seminars, and a blog called Rich Women Rock.

Employment History
Current Registrations
Highpoint Planning Partners
December 2021 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
December 2013 - Present · 12 yrs 2 mos
Previous Registrations
Highpoint Planning Partners
January 2013 - December 2021 · 8 yrs 11 mos
Midwest Professional Planners, LTD.
January 2005 - May 2011 · 6 yrs 4 mos
AXA Advisors, LLC
May 1999 - December 2012 · 13 yrs 7 mos
AXA Advisors, LLCBroker
December 1992 - December 2012 · 20 yrs
The Equitable Life Assurance Society of the United StatesBroker
December 1992 - January 2000 · 7 yrs 1 mo
State Registrations14 states
AZCACTGAILMAMIMONCOHPASCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.