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VERTEX PLANNING PARTNERS, LLC
VERTEX PLANNING PARTNERS, LLC
VERTEX PARTNERS
DOWNERS GROVE, Illinois
·
5 registered advisors
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CRD# 316839
SEC# 801-122980
1
630-836-3300
01
Firm Overview
AUM
$797M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VERTEX PLANNING PARTNERS, LLC
5 registered advisors
Bradley Andrew Schaffnit
DOWNERS GROVE, Illinois
CRD# 4394679
Christopher Charles Huston
DOWNERS GROVE, Illinois
CRD# 4914394
Gregory Paul Benner
DOWNERS GROVE, Illinois
CRD# 4438329
Michael David Bellis
DOWNERS GROVE, Illinois
CRD# 2371999
Steven Paul Franzen
DOWNERS GROVE, Illinois
CRD# 4281024
05
Office Locations
DOWNERS GROVE, Illinois
5 advisors
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Data sourced from SEC Form ADV filings. VERTEX PLANNING PARTNERS, LLC (CRD# 316839) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.