Gregory P. Benner
VERTEX PARTNERS
Downers Grove, IL 60515
Some features on this profile are disabled
CRD#: 4438329
Professional summary
Gregory Paul Benner, CFP®, ChFC®, CLU®, CPWA® is a registered financial advisor currently at VERTEX PARTNERS located in Downers Grove, Illinois.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gregory has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 01/27/2016 - Mises Capital Management, Ltd. - INV REL - 3000 Woodcreek Drive, Suite 100, Downers Grove, IL 60515 - Business Entity For Tax/Investment Purposes Only - START 02/01/2015 - 40 HOURS PER MONTH, 8 DURING TRADING - S-Corporation receiving all payments from RIA related business activities. 2. 05/23/2016 - Vertex Planning Partners; Investment-Related; Downers Grove, IL; DBA for RIA related business; Investment Adviser Representative; 5/20/16; 80 hrs/mo; 40 hrs/mo during securities trading hours; Duties are to advise clients regarding financial planning, investment and insurance related concerns. 3. 8/23/2017 - Lyspooner Enterprises, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/26/2015 - 1 Hour Per Month During Securities Trading. 4. 9/7/2017 - Pivot Property Partners, LLC - Investment Related - 3000 Woodcreek Dr., Suite 100, Downers Grove, IL 60515 - Real Estate Rental - Started 08/01/2017 - 2 Hours Per Month/1 Hour During Securities Trading. 5. 3/16/2018 - Vertex Accounting Partners, LLC - Investment Related - 3000 Woodcreek Drive, Suite 120, Downers Grove, IL 60515 - Tax Prep/Accounting/CPA - Partner - Started 01/01/2018 - 5 Hours Per Month/0 Hours During Securities Trading. 6. 01/31/2022 - Pass Go, LLC - Investment Related - 1133 W 9th St, Cleveland, OH 44113 - Other-LLC formed to own and rent residential real estate - Member - Start Date: 01/03/2022 - 1 Hour Per Month/0 Hours During Securities Trading. 7. 04/14/2022 - Vertex Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 01/03/2022 - 40 Hours Per Month/ 40 Hours During - I provide investment advisory services through Vertex Partners, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 1/11/2023 - Vertex Planning Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - RIA- Start Date - 01/17/2023 - 40 Hours Per Month/40 Hours During Securities Trading - 9. 2/15/2023 - Vertex Partners - DBA: Aspire Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 02/06/2023 - 1 Hours Per Month/1 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Paul Benner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
CPWA®
Start date: 2016-04-15
Expire date: 2024-03-31
Experience
Current
March 21, 2022 - Present
VERTEX PARTNERS
Office #1: 3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515RIA
CRD#: 316839
Downers Grove, IL
Past
December 17, 2021 - April 29, 2022
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 316636
Downers Grove, IL
Past
July 17, 2018 - February 4, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
DOWNERS GROVE, IL
Past
July 14, 2016 - December 23, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
DOWNERS GROVE, IL
Past
May 23, 2016 - December 31, 2021
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 163768
Downers Grove, IL
Past
December 11, 2015 - February 10, 2016
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 163768
DOWNERS GROVE, IL
Past
February 28, 2012 - December 15, 2016
REDWOOD FINANCIAL NETWORK
RIA
CRD#: 157834
Downers Grove, IL
Past
June 8, 2011 - February 4, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
DOWNERS GROVE, IL
Past
June 8, 2011 - January 27, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
DOWNERS GROVE, IL
Past
July 6, 2005 - June 9, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
EVANSTON, IL
Past
July 6, 2005 - June 9, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
EVANSTON, IL
Past
June 8, 2005 - July 6, 2005
BANC ONE SECURITIES CORPORATION
RIA
CRD#: 16999
EVANSTON, IL
Past
February 24, 2005 - July 6, 2005
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Past
May 30, 2003 - January 27, 2005
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
CLEVELAND, OH
Past
April 9, 2002 - May 6, 2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VP
VERTEX PARTNERS
VERTEX PARTNERS | VERTEX PLANNING PARTNERS, LLC
CRD#: 316839 / SEC#: 801-122980
RIA
Registered Investment Advisory firm - (1/3/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(4/4/2022)
IAR
Texas(3/21/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VP
VERTEX PARTNERS
VERTEX PARTNERS | VERTEX PLANNING PARTNERS, LLC
CRD#: 316839 / SEC#: 801-122980
RIA
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Contact information
Main Address
3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515
Mailing Address
Phone number
(630) 836-3300
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,374 |
| AUM (Assets Under Management) | $ 827,936,305 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
