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Christopher Charles Huston

AIF®, CIMA®
VERTEX PARTNERS
DOWNERS GROVE, IL
·CRD# 4914394·21 years experience

Professional Summary

Christopher Charles Huston, AIF®, CIMA®, who also goes by Christopher Huston, is a registered financial advisor currently at VERTEX PARTNERS located in Downers Grove, Illinois. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher Huston

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

Website

xxxxxxxxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

AIF®
Accredited Investment Fiduciary
CIMA®
Certified Investment Management Analyst

Years of Experience

21 years in the financial services industry

Current & Past Employments

VERTEX PARTNERS·CRD# 316839
RIA
3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515
March 31, 2022 - Present
HIGHPOINT PLANNING PARTNERS·CRD# 316636
RIA
Downers Grove, IL
November 2, 2021 - April 29, 2022
HIGHPOINT PLANNING PARTNERS·CRD# 163768
RIA
Downers Grove, IL
November 14, 2016 - December 31, 2021
LPL FINANCIAL LLC·CRD# 6413
BD
Downers Grove, IL
March 8, 2016 - March 11, 2025
NORTHERN TRUST SECURITIES, INC.·CRD# 7927
BD
Winnetka, IL
March 15, 2011 - March 10, 2016
CHASE INVESTMENT SERVICES CORP.·CRD# 25574
BD
Northfield, IL
January 9, 2006 - January 24, 2011
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Detroit, MI
March 4, 2005 - August 1, 2005

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Current Firm

VP
VERTEX PARTNERS

VERTEX PARTNERS | VERTEX PLANNING PARTNERS, LLC

CRD#: 316839 / SEC#: 801-122980
RIA
Registered Investment Advisory firm - SEC (1/3/2022 Approved)

Contact Information

Main Address

3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515

Phone Number

(630) 836-3300

# of Employees

20

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE FOR VERTEX PARTNERS (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,580

AUM (Assets Under Management)

$1,011,939,498

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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. 03/18/2016 * Vertex Planning Partners * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * This business is used solely for LPL business. It is a DBA for my LPL business. Only LPL registered associates have an interest in this entity. This is not an insurance agency or an RIA. * START 04/01/2016 * 50 HRS/MO DURING SECS TRDG HRS. 2. 01/19/2022 - Reflexivity LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/04/2022 - 40 Hours Per Month/40 Hours During Securities Trading. 3. 04/14/2022 - VERTEX PARTNERS - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/03/2022 - 180 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% -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 180 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. 4. 05/26/2023 - Aspire Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/19/2023 - 1 Hour Per Month/ During Securities Trading

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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 - SEC (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.
IAR
Illinois
(3/31/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2016About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2006About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2005About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Charles Huston's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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