Financial ADVSR advisor directory · SEC adviser records
Vertex Partners financial advisors in Downers Grove, IL
Every SEC-registered investment adviser representative at a Vertex Partners office in Downers Grove, A to Z.
12 registered advisors work at Vertex Partners in Downers Grove, out of 12 at the firm nationwide; it ranks number 10 in the city by advisors. 6 list the CFP designation and 5 are also registered broker representatives.
Vertex Partners advisors in Downers Grove, A to Z
Every Vertex Partners advisor →- Peter M. BabillaCertified Financial Planner · Also a broker rep
- Michael D. BellisCertified Financial Planner · Also a broker rep
- Ryan M. BellisInvestment adviser rep
- Gregory P. BennerCertified Financial Planner, Chartered Financial Consultant
- Tammy T. BilladeauCertified Financial Planner
- Steven P. FranzenPersonal Financial Specialist · Also a broker rep
- Julie A. HuppCertified Financial Planner
- Christopher C. HustonInvestment adviser rep
- Megan N. MicekAlso a broker rep
- Scott A. SandeeCertified Financial Planner
- Edward K. SmithAlso a broker rep
- Igor YukhvidinInvestment adviser rep
Vertex Partners advisors in every city and state →Vertex Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Downers Grove
All Downers Grove advisors →Highpoint Planning Partners 65Ausdal Financial Partners, Inc. 42Jmg Financial Group Ltd. 42LPL Financial LLC 32LPL Enterprise, LLC 26Invesco Advisers, Inc. 19Capstone Financial Advisors Inc. 17Principal Securities, Inc. 16Thrivent Investment Management Inc. 13Ameriprise Financial Services, LLC 10Northwestern Mutual Investment Services, LLC 9Raymond James Financial Services Advisors, Inc. 9
Questions
How many financial advisors does Vertex Partners have in Downers Grove?
12 investment adviser representatives are registered at Vertex Partners offices in Downers Grove, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 6 list the CFP designation and 5 are also registered as broker representatives.
Is Vertex Partners one of the largest advisor employers in Downers Grove?
Vertex Partners ranks number 10 in Downers Grove by registered advisors; Highpoint Planning Partners has the most, with 65.
How do I check a Vertex Partners advisor in Downers Grove?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Vertex Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.