AdvisorOS Directory
Claim Profile
SF

Steven Paul Franzen

VERTEX PLANNING PARTNERS, LLC·DOWNERS GROVE, Illinois
Unclaimed Profile
3000 WOODCREEK DRIVE, DOWNERS GROVE, IL 60515CRD# 4281024Firm CRD# 316839
01

About

Steven Paul Franzen is a registered financial advisor based in DOWNERS GROVE, Illinois, affiliated with VERTEX PLANNING PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VERTEX PLANNING PARTNERS, LLC
VERTEX PARTNERS
AUM
$797M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at VERTEX PLANNING PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4281024
Firm CRD# 316839
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DOWNERS GROVE?

Browse all registered financial advisors in DOWNERS GROVE, Illinois or claim this profile if it's yours.

Browse DOWNERS GROVE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Steven Paul Franzen offer?
Steven Paul Franzen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.
What are Steven Paul Franzen's credentials?
Steven Paul Franzen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Paul Franzen located?
Steven Paul Franzen 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 Steven Paul Franzen charge for services?
Steven Paul Franzen'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DOWNERS GROVE
John Mark Zerr — INVESCO CAPITAL MANAGEMENT LLCBradley Andrew Schaffnit — VERTEX PLANNING PARTNERS, LLCJaco Jordaan — OPUS FINANCIAL SOLUTIONS LLCSteven Mark Massoni — INVESCO INVESTMENT ADVISERS LLCGary Kevin Wendler — INVESCO INVESTMENT ADVISERS LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile