Christopher
Huston

Vertex Partners

CRD#4914394
Investment Advisor
in Downers Grove, IL

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About this Advisor

Christopher Huston is a financial advisor based in Downers Grove, Illinois, working with Vertex Partners. Christopher has previously held positions at Northern Trust Bank, Northern Trust Securities Inc, Lpl Financial, LLC, Highpoint Advisor Group, LLC; D/B/A Vertex Planning Partners, and Vertex Planning Partners, LLC. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Christopher is part of Vertex Partners, which operates out of Downers Grove, Illinois. The firm has 1 office and 14 employees. The firm manages assets totaling $671.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Vertex Partners includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3000 Woodcreek Drive Suite 100
Downers Grove, IL 60515

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Vertex Partners Brokerage Details

Total Assets Under Management

$671,193,121

IL Average: $6,674,516,078
Total Number of Employees

14

IL Average: 44
Total Number of Accounts

2,169

IL Average: 2,564
Average Account Size

$309,448

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Christopher Huston Work History

2022 - Present (2 years)

Vertex Planning Partners, LLC

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Highpoint Advisor Group, LLC; D/B/A Vertex Planning Partners

2011 - 2016 (5 years)

Northern Trust Bank

2011 - 2016 (5 years)

Northern Trust Securities Inc

Disclosures

Please visit the SEC profile of Christopher Huston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vertex Partners

Tammy Billadeau
Downers Grove, IL
Edward Smith
Downers Grove, IL
Gregory Benner
Downers Grove, IL
Christopher Huston
Downers Grove, IL
Justin Dagostino
Downers Grove, IL
Scott Sandee
Downers Grove, IL
Michael Bellis
Downers Grove, IL
Peter Babilla
Downers Grove, IL

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