VERTEX PLANNING PARTNERS, LLC of DOWNERS GROVE, IL is an SEC-registered investment adviser (CRD 316839). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Gregory Paul Benner | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |
| Steven Paul Franzen | MANAGING MEMBER | — |
| Michael David Bellis | MANAGING MEMBER | — |
| Christopher Charles Huston | MEMBER | — |
| SCHAFFNIT BRADLEY ANDREW | MANAGING MEMBER | — |
| BENNER GREGORY PAUL | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |
| FRANZEN STEVEN PAUL | MANAGING MEMBER | — |
| BELLIS MICHAEL DAVID | MANAGING MEMBER | — |
| HUSTON CHRISTOPHER CHARLES | MEMBER | — |
| Scott Andrew Sandee | MEMBER | — |