Unclaimed Profile

Gregory Paul Benner

VERTEX PLANNING PARTNERS, LLC·DOWNERS GROVE, Illinois

SIE, Series 6, Series 7, Series 63, Series 65CFP ChFC21 years registeredVERTEX PLANNING PARTNERS, LLC

3000 WOODCREEK DRIVE, DOWNERS GROVE, IL 60515CRD# 4438329Firm CRD# 316839

Profile Verification

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

Identity

Gregory Paul Benner · DOWNERS GROVE, IL

Registration

CRD #4438329 · VERTEX PLANNING PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

VERTEX PARTNERS

Mar 2022 – present

HIGHPOINT PLANNING PARTNERS

Dec 2021 – Apr 2022

Downers Grove, IL

LPL FINANCIAL LLC

Jul 2018 – Feb 2019

DOWNERS GROVE, IL

LPL FINANCIAL LLC

Jul 2016 – Dec 2016

DOWNERS GROVE, IL

HIGHPOINT PLANNING PARTNERS

May 2016 – Dec 2021

Downers Grove, IL

HIGHPOINT ADVISOR GROUP, LLC

Dec 2015 – Feb 2016

DOWNERS GROVE, IL

REDWOOD FINANCIAL NETWORK

Feb 2012 – Dec 2016

Downers Grove, IL

LPL FINANCIAL LLC

Jun 2011 – Feb 2016

DOWNERS GROVE, IL

CHASE INVESTMENT SERVICES CORP.

Jul 2005 – Jun 2011

EVANSTON, IL

BANC ONE SECURITIES CORPORATION

Jun 2005 – Jul 2005

EVANSTON, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 8, 2005

Years registered · 21

Professional designations · CFP, ChFC

Disclosure History

2005Employment Separation After Allegations

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 Gregory Paul Benner offer?

Gregory Paul Benner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.

What are Gregory Paul Benner's credentials?

Gregory Paul Benner holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gregory Paul Benner located?

Gregory Paul Benner 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 Gregory Paul Benner charge for services?

Gregory Paul Benner'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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