Unclaimed Profile

Bradley Andrew Schaffnit

VERTEX PLANNING PARTNERS, LLC·DOWNERS GROVE, Illinois

SIE, Series 6, Series 7, Series 63, Series 6623 years registeredVERTEX PLANNING PARTNERS, LLC

3000 WOODCREEK DRIVE, DOWNERS GROVE, IL 60515CRD# 4394679Firm CRD# 316839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley Andrew Schaffnit · DOWNERS GROVE, IL

Registration

CRD #4394679 · VERTEX PLANNING PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

APOLLON FINANCIAL, LLC

Oct 2022 – present

HIGHPOINT PLANNING PARTNERS

Dec 2021 – Oct 2022

Wheaton, IL

HIGHPOINT PLANNING PARTNERS

Jun 2012 – Dec 2021

Downers Grove, IL

LPL FINANCIAL LLC

May 2003 – Mar 2013

DOWNERS GROVE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · May 19, 2003

Years registered · 23

Disclosure History

2000Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VERTEX PLANNING PARTNERS, LLC

CRD 316839 · SEC 801-122980

AUM

$797M

Regulatory assets under management

Employees

2,295 client accounts

Services offered by VERTEX PLANNING PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERTEX PLANNING PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Andrew Schaffnit offer?

Bradley Andrew Schaffnit specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.

What are Bradley Andrew Schaffnit's credentials?

Bradley Andrew Schaffnit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Andrew Schaffnit located?

Bradley Andrew Schaffnit is based in DOWNERS GROVE, Illinois, working with VERTEX PLANNING PARTNERS, LLC. Their office serves clients in the DOWNERS GROVE metropolitan area and surrounding communities.

How does Bradley Andrew Schaffnit charge for services?

Bradley Andrew Schaffnit's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERTEX PLANNING PARTNERS, LLC?

VERTEX PLANNING PARTNERS, LLC has approximately 20 employees and manages $797M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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