Gregory
Benner
Vertex Partners
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About this Advisor
Gregory Benner is a certified financial planner and chartered financial consultant based out of Downers Grove, Illinois with a total of 1 year of relevant experience. Benner currently works for Vertex Partners. Benner has gained experience at Lpl Financial LLC, Redwood Financial Network Corp, Highpoint Advisor Group, LLC, Highpoint Advisor Group and Vertex Planning Partners, LLC. Benner holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois and Texas. Vertex Partners is a firm that has its headquarters in Downers Grove, IL. It manages $481 million in total assets among its 1,772 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 1,772 accounts, 27% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs 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. Fees for financial management typically are based on the type of services offered. Fee types billed by Vertex Partners most 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
Gregory Benner Work History
Gregory has been registered as a financial advisor for 1 years.*
Vertex Planning Partners, LLC
Lpl Financial LLC
Highpoint Advisor Group, LLC
Highpoint Advisor Group
Redwood Financial Network Corp
*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 Gregory Benner 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.
