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Gregory Paul Benner

Vertex Partners

Downers Grove, IL

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Current Employers
Vertex Partners

3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-04-04
TX RA APPROVED_RES 2022-03-21
  • IL RA
    APPROVED
    Since 2022-04-04
  • TX RA
    APPROVED_RES
    Since 2022-03-21

Branch Locations

3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Downers Grove IL 06/2011 Present
Highpoint Advisor Group, Llc Downers Grove IL 05/2016 04/2022
Vertex Planning Partners, Llc Downers Grove IL 03/2022 Present
  • 06/2011 → Present
    Downers Grove, IL
  • 05/2016 → 04/2022
    Highpoint Advisor Group, Llc
    Downers Grove, IL
  • 03/2022 → Present
    Vertex Planning Partners, Llc
    Downers Grove, IL
Previous Registrations
  • 2021-12-17 → 2022-04-29
    Downers Grove, IL
    Downers Grove, IL
  • 2016-05-23 → 2021-12-31
    Highpoint Planning Partners
    Downers Grove, IL
    Downers Grove, IL
  • 2011-06-08 → 2019-02-04
    Skokie, IL
    Solon, OH
    Downers Grove, IL
    Skokie, IL
    Downers Grove, IL
    Downers Grove, IL
    Downers Grove, IL
  • 2012-02-28 → 2016-12-15
    Naperville, IL
    Skokie, IL
    Solon, OH
    Downers Grove, IL
  • 2015-12-11 → 2016-02-10
    Highpoint Planning Partners
    Downers Grove, IL
  • 2005-07-06 → 2011-06-09
    Chase Investment Services Corp.
    Evanston, IL
    Chicago, IL
  • 2005-06-08 → 2005-07-06
    Banc One Securities Corporation
    Evanston, IL
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-07
S63 Uniform Securities Agent State Law Examination 2003-07-01
  • S65 Uniform Investment Adviser Law Examination
    2005-06-07
  • S63 Uniform Securities Agent State Law Examination
    2003-07-01
Designations

View on SEC IAPD

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