BG
CFP
BG
CFP

Brian Mark Gedonius

20 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
Loading...

Location

200 South Wacker Drive, Suite 3100, Chicago, IL, 60606

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brian operates Highpoint Planning Partners and Highpoint Advisor Group, LLC, which are investment-related. He also sells non-variable insurance products, including life and long-term care insurance, through Leader Partners, Inc., dedicating a few hours per week.

Employment History
Current Registrations
Highpoint Planning Partners
December 2021 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
Highpoint Planning Partners
December 2014 - December 2021 · 7 yrs
Morgan Stanley
June 2009 - December 2014 · 5 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2014 · 5 yrs 6 mos
Citigroup Global Markets INC.
June 2005 - June 2009 · 4 yrs
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
State Registrations4 states
FLILINWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Mark Gedonius - Financial Advisor | TrueAdvisor