Unclaimed Profile

Christopher Charles Huston

VERTEX PLANNING PARTNERS, LLC·DOWNERS GROVE, Illinois

SIE, Series 7, Series 63, Series 65Clean record9 years registeredVERTEX PLANNING PARTNERS, LLC

3000 WOODCREEK DRIVE, DOWNERS GROVE, IL 60515CRD# 4914394Firm CRD# 316839

Profile Verification

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

Identity

Christopher Charles Huston · DOWNERS GROVE, IL

Registration

CRD #4914394 · VERTEX PLANNING PARTNERS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

VERTEX PARTNERS

Mar 2022 – present

HIGHPOINT PLANNING PARTNERS

Nov 2021 – Apr 2022

DOWNERS GROVE, IL

HIGHPOINT PLANNING PARTNERS

Nov 2016 – Dec 2021

Downers Grove, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 14, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Christopher Charles Huston offer?

Christopher Charles Huston specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.

What are Christopher Charles Huston's credentials?

Christopher Charles Huston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Charles Huston located?

Christopher Charles Huston 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 Christopher Charles Huston charge for services?

Christopher Charles Huston'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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