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Brandon K

Series 66

Troy, MI

Highpoint Planning Partners

Brandon Kennedy is a financial advisor with Highpoint Planning Partners in Troy, MI. He holds a Series 66 designation and has 21 years of industry experience. Kennedy has been associated with Highpoint Advisor Group, operating as Kennedy Financial Group, since 2015 and has worked with LPL Financial since 2008. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis across a range of investment types and utilizing multiple advisory platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Kelly A

Series 65

Troy, MI

Highpoint Planning Partners

Kelly Atkins is a financial advisor at Highpoint Planning Partners with two years of industry experience. He holds the Series 65 designation and previously worked at General Motors for 35 years before joining Highpoint Advisor Group. Highpoint Advisor Group serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and operates a wrap-fee program, utilizing a diversified investment approach across various asset classes and third-party platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Steven F

CFP®, Series 65

Troy, MI

Highpoint Planning Partners

Steven Fronrath is a CFP® professional with seven years of industry experience. He is currently with Highpoint Planning Partners and has previously been associated with LPL Financial and Kennedy Financial Group. Outside of his advisory work, he holds a minority ownership interest in a rock cover band, If Walls Could Talk, LLC. Highpoint Planning Partners serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management, financial planning, and retirement plan advisory services, implementing portfolios through a combination of fundamental analysis and third-party platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Robert D

ChFC®, Series 63

Troy, MI

Highpoint Planning Partners

Robert Dopke is a financial advisor at Highpoint Planning Partners with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Highpoint Advisor Group since 2015, following a long tenure at LPL Financial, LLC beginning in 1996. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning and consulting, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis to construct diversified investment portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Joseph A

Series 65

Troy, MI

Highpoint Planning Partners

Joseph Abbott is a financial advisor at Highpoint Planning Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at Jones Retirement Advisors, Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, Quicken Loans, Culvers, and McDonald's. Outside of advisory activities, he is also involved in insurance as an agent. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and operates a wrap-fee program, utilizing fundamental analysis and various investment vehicles to construct portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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