Julie
Hupp
Vertex Partners
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About this Advisor
Julie Hupp is a certified financial planner operating in Downers Grove, Illinois who has 1 year of industry experience. Hupp is an advisor for Vertex Partners. Throughout their career, Hupp has worked at Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Julie Hupp-Tax Preparation, Twelve Oaks Financial Solutions, 12 Oaks Foundation, Aspire Wealth Management (Dba), Aspire Tax Planning, Aspire Planning Group LLC, Financial Planning Association-Northshore Counsil, Lpl Financial, LLC, Highpoint Advisor Group, LLC (Dba: Aspire Planning Group, LLC) and Vertex Planning Partners. Hupp maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Vertex Partners is a financial advisory business that has its headquarters in Downers Grove, IL. It has $481 million in total assets between its 1,772 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 1,772 customer accounts, 27% are associated with high-net-worth individuals who have more than $1 million in assets. Vertex Partners offers a diverse range 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 typically vary depending on which service is offered. Fees charged by Vertex Partners most likely consist 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
Julie Hupp Work History
Julie has been registered as a financial advisor for 1 years.*
Vertex Planning Partners
12 Oaks Foundation
Various Insurance Carriers For W & R Insurance Agencies
Lpl Financial, LLC
Highpoint Advisor Group, LLC (Dba: Aspire Planning Group, LLC)
Aspire Tax Planning
Aspire Planning Group LLC
Financial Planning Association-Northshore Counsil
Financial Planning Association-Northshore Counsil
Aspire Wealth Management (Dba)
Twelve Oaks Financial Solutions
Waddell & Reed Inc
Julie Hupp-Tax Preparation
*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 Julie Hupp 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.
