Cynthia
Mittlestaedt
Vertex Partners
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About this Advisor
Cynthia Mittlestaedt is a certified financial planner who works out of Downers Grove, Illinois who has 1 year of relevant experience. Mittlestaedt is on the advisory team at Vertex Partners. Their career trajectory has included roles at Aspire Planning Group, Edward Jones, Stay At Home Parent, Vertex Planning Partners, LLC and Highpoint Planning Partners. Mittlestaedt holds a Series 65 license, qualifying them as an investment advisor representative, and can operate in Illinois. Vertex Partners is a financial advisory business that has its headquarters in Downers Grove, IL. It administers $481 million in assets among its 1,772 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 1,772 accounts, 27% belong to high-net-worth individuals who have more than $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types billed by Vertex Partners likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vertex Partners Brokerage Details
$481,067,168
14
1,772
$271,483
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
Cynthia Mittlestaedt Work History
Cynthia has been registered as a financial advisor for 1 years.*
Vertex Planning Partners, LLC
Highpoint Planning Partners
Aspire Planning Group
Edward Jones
Stay At Home Parent
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cynthia Mittlestaedt 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
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
