Highstreet Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,266,844
Clients
42
Advisors
2
of 2 employees
About
The firm provides discretionary investment supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. While the brochure emphasizes individual and retirement clients common to firms of this size, it also reports serving insurance-company clients, a client type that is relatively uncommon for supported firms.
High Street employs a quantitative, proprietary investment process called Dynamic Style Rotation to tilt allocations among equity and fixed income styles, and offers three managed account categories (Core 20, Core 150 and Core Annuity). Core 150 can include exchange-traded equities, fixed income and, in some cases, equity options, while Core Annuity is managed through variable annuity sub-accounts; the firm generally acts on a discretionary basis and conducts at least quarterly account reviews.
Noteworthy operational features disclosed in the brochure include the use of non-licensed associated persons (“Ambassadors”) who may receive an ongoing percentage of advisory fees for referrals and a practice of negotiating broker-dealer arrangements to secure research and best execution. The brochure also discloses a past CFTC matter involving an earlier commodity pool, which the firm’s founder disputed but resolved, and the founder’s outside business interests, both of which are identified and discussed in the firm’s ADV.
Client services
Expertise
Fee options
$0 - $500,000: 2.50% annually $500,000.01 - $1,000,000: 2.00% annually $1,000,000.01 - $3,000,000: 1.50% annually $3,000,000.01 - $5,000,000: 1.25% annually $5,000,000.01+: 1.00% annually
Account minimum: $20,000
Main office
12802 Tampa Oaks Blvd, Suite 405
Tampa FL 33637
Advisors at this office
2
Most active in
Florida · North Carolina · Texas
Also doing business as
High Street Financial Inc · High Street Financial LLC · Highstreet · Highstreet Financial, LLC · Highstreet Group · Highstreet Group, LLC · Highstreet Investment Advisors · Highstreet Investment Advisors, LLC · Highstreet Network · Highstreet Network, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
John B
Series 63
Tampa, FL
Highstreet Financial, LLC
John Bartoletta is a financial advisor at High Street Financial, LLC in Tampa, FL, holding a Series 63 designation with 29 years of industry experience. He has been with High Street Financial since 1996. Outside of his advisory role, Bartoletta is the founder and CEO of Unation, Inc., a company that develops a mobile app and desktop platform for social engagement and event creation. High Street Financial provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages both discretionary and non-discretionary accounts with approximately $34.7 million in assets under management, employing a proprietary quantitative process called Dynamic Style Rotation across three investment programs.
Darren C
Tampa, FL
Highstreet Financial, LLC
Darren Clauws is a financial advisor at High Street Financial, LLC with 29 years of industry experience. He has worked at GB Capital Markets, Inc. and 1817 Securities, LLC, both in 2019, and has been with High Street Financial since 1996. Outside of his advisory role, he is the owner of Leader Enterprises, Inc., a consulting company. High Street Financial provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and various business entities, including insurance company clients. The firm manages discretionary and non-discretionary accounts through a proprietary quantitative process called Dynamic Style Rotation, utilizing mutual funds, ETFs, equities, fixed income, and options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")