BP
BP

Brett J Pawelkiewicz

11 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

Brett is a registered representative with LPL Financial LLC since 2021. This takes about a quarter of his time.

Employment History
Current Registrations
Highpoint Planning Partners
April 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
LPL Financial LLC
August 2021 - April 2024 · 2 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
April 2021 - July 2021 · 3 mos
Northwestern Mutual Investment Services,llc
April 2021 - July 2021 · 3 mos
Redwing Financial
February 2018 - February 2021 · 3 yrs
Lighthouse Institute
February 2016 - May 2018 · 2 yrs 3 mos
Highpoint Advisor Group, LLC
November 2014 - January 2016 · 1 yr 2 mos
LPL Financial LLCBroker
July 2014 - February 2021 · 6 yrs 7 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brett J Pawelkiewicz - Financial Advisor | TrueAdvisor