Julie
Hupp
Vertex Partners
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About this Advisor
Julie Hupp is a financial advisor based in Downers Grove, Illinois, working with Vertex Partners. Julie has previously held positions at Various Insurance Carriers For W & R Insurance Agencies, Julie Hupp-Tax Preparation, 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. Julie has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Julie 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
Services Offered
Fee Structure
Office Location
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Vertex Partners Brokerage Details
$671,193,121
14
2,169
$309,448
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
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
Aspire Wealth Management (Dba)
Julie Hupp-Tax Preparation
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
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