- The HPP Difference
- Services
- Investment Planning
- Retirement Planning
- Estate Planning & Charitable Giving
- Risk Management & Insurance
- Cash Flow & Budget
- Assistance to Family & Friends
- Income Tax Planning
- Strategic Partnerships
Our Team
Brett Pawelkiewicz
Advisor Transition Specialist/Project ManagerBrett Pawelkiewicz joined Professional Wealth Advisors, LLC as an Advisor Transition Specialist/Project Manager. Brett brings over 7 years of experience in the financial field and holds the Series 7 and Series 24 registrations with LPL Financial. Prior to joining PWA, Brett was a Compliance and Operations Assistant for HighPoint Advisor Group and was part of a two-person team responsible for the development and implementation of the firm’s compliance oversight program as it pertained to the local office as well as the 22 external offices and 127 associated persons. During his tenure in this position, he attended and assisted in branch exams conducted in more than half of the HighPoint external offices.
Brett believes that entering the financial field as a compliance professional has supported his commitment to the highest level of integrity in client service and in the establishment of operational policies and procedures for the firm.
Brett is the second oldest of eight kids, and he enjoys spending time with his family. As an avid hockey fan, he supports both the Chicago Blackhawks as well as his brother’s sled hockey team, the Chicago Hornets. In addition, he is the co-author of Ready to Launch – How Prepared are they for the Real World, a book aimed at assisting families in preparing their children for the realities of life beyond their childhood home.
Ready To Talk About Your Future?
Let's work up a plan.
Highpoint Planning Partners
Corporate Office2651 Warrenville Road; Suite 200
Downers Grove, IL 60515
Phone: (630) 716-3600
Get DirectionsHighpoint Advisor Group
ResourcesFinancial Form CRS www.lpl.com/crs
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, ID, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, OH, OK, OR , PA, SC, SD, TN, TX, WA, WI, VA.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
© 2024 HighPoint Planning Partners | Powered By Black Line IT
- Services