CR
CR

Carla Ann Reilly

25 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

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 Activities

Carla is a Registered Investment Advisor Representative (IAR) with HighPoint Advisor Group, LLC, providing investment advisory services since July 2021, dedicating about a quarter of her time. She also operates under the DBA HighPoint Planning Partners LLC, spending a few hours per week on this.

Employment History
Current Registrations
Highpoint Planning Partners
November 2021 - Present · 4 yrs 3 mos
LPL Financial LLC
October 2016 - Present · 9 yrs 4 mos
LPL Financial LLCBroker
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Highpoint Planning Partners
July 2021 - December 2021 · 5 mos
Highpoint Advisor Group, LLC
July 2021 - July 2021 · 0 mos
Level Four Advisory Services
October 2016 - July 2021 · 4 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
June 2014 - October 2016 · 2 yrs 4 mos
U.S. Bancorp Investments, INC.
June 2014 - October 2016 · 2 yrs 4 mos
Cco Investment Services CORP.
October 2006 - June 2014 · 7 yrs 8 mos
Cco Investment Services CORP.Broker
October 2006 - June 2014 · 7 yrs 8 mos
Chase Investment Services CORP.
July 2005 - September 2005 · 2 mos
Chase Investment Services CORP.Broker
July 2005 - September 2005 · 2 mos
Banc One Securities Corporation
October 2004 - July 2005 · 9 mos
Banc One Securities CorporationBroker
July 2000 - July 2005 · 5 yrs
Metropolitan Life Insurance CompanyBroker
December 1998 - August 2000 · 1 yr 8 mos
Metlife Securities INC.Broker
December 1998 - August 2000 · 1 yr 8 mos
State Registrations5 states
AZFLILINWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.