Justin J. Dagostino
VERTEX PARTNERS | Private Wealth Advisor at Vertex Partners
Downers Grove, IL 60515
CRD#: 6507882
Professional summary
Justin John Dagostino, AIF®, CFP®, who also goes by Justin John D'agostino, Justin D'agostino, is a registered financial advisor currently at VERTEX PARTNERS located in Downers Grove, Illinois and LPL FINANCIAL LLC located in Downers Grove, Illinois.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Justin has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Justin specializes in investments, financial planning, and succession planning. His interest and knowledge in providing comprehensive financial planning and wealth management services to clients was sparked when he worked at a boutique tax and wealth management firm in Michigan. He has nine years of experience in the financial services industry, and his mission is to provide every client with targeted, comprehensive financial advice and to help them implement customized strategies designed to move them closer to accomplishing their unique goals.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Estate Planning
Tax Planning
Insurance Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes
Aliases
Justin John D'agostino | Justin D'agostino
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. 7/5/2019 - Vertex Planning Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/05/2019 - 160 Hours Per Month/140 Hours During Securities Trading - Time Spent 100%. 2. 7/5/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 06/05/2019 - 35 Hours Per Month/20 Hours During Securities Trading - Time Spent 100%. 3. 04/14/2022 - Vertex Partners - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 01/03/2022 - 160 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 160 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. 05/31/2023 - Aspire Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/19/2023 - 1 Hour Per Month/ 1 Hour During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Justin John Dagostino'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: 2018
Experience
Current
March 31, 2022 - Present
VERTEX PARTNERS
Office #1: 3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515RIA
CRD#: 316839
Downers Grove, IL
Current
July 5, 2019 - Present
LPL FINANCIAL LLC
Office #1: 3000 Woodcreek Dr Ste 100, Downers Grove, IL 60515RIA
BD
CRD#: 6413
DOWNERS GROVE, IL
Past
November 2, 2021 - April 29, 2022
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 316636
DOWNERS GROVE, IL
Past
July 15, 2019 - December 31, 2021
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 163768
Downers Grove, IL
Past
March 10, 2018 - June 25, 2019
TD AMERITRADE, INC.
RIA
CRD#: 7870
SCHAUMBURG, IL
Past
March 10, 2018 - June 25, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Schaumburg, IL
Past
March 10, 2018 - June 25, 2019
TD AMERITRADE, INC.
BD
CRD#: 7870
SCHAUMBURG, IL
Past
March 28, 2017 - March 10, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
March 28, 2017 - March 10, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
SAN FRANCISCO, CA
Past
November 21, 2016 - January 25, 2017
EXECUTIVE WEALTH MANAGEMENT, LLC
RIA
CRD#: 140736
BRIGHTON, MI
Past
October 31, 2016 - January 26, 2017
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
BRIGHTON, MI
Past
August 23, 2016 - January 26, 2017
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
BRIGHTON, MI
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/9/2022)
RR
Colorado(4/30/2020)
RR
Florida(1/21/2021)
RR
Illinois(7/5/2019)
IAR
Illinois(3/31/2022)
RR
Indiana(1/21/2021)
RR
Michigan(7/5/2019)
RR
New York(9/15/2020)
RR
Ohio(1/22/2021)
RR
Wisconsin(7/5/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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.
Company Information
VERTEX PARTNERS
Private Wealth Advisor at Vertex PartnersCRD#: 316839Downers Grove, IL 60515TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
