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Cynthia J Mittlestaedt

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 2022-03-31
  • IL RA
    APPROVED
    Since 2022-03-31

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspire Planning Group Grayslake IL 12/2018 11/2021
Edward Jones Grayslake IL 11/2015 11/2018
Vertex Planning Partners, Llc Downers Grove IL 03/2022 Present
Highpoint Planning Partners Downers Grove IL 11/2021 Present
  • 12/2018 → 11/2021
    Aspire Planning Group
    Grayslake, IL
  • 11/2015 → 11/2018
    Edward Jones
    Grayslake, IL
  • 03/2022 → Present
    Vertex Planning Partners, Llc
    Downers Grove, IL
  • 11/2021 → Present
    Highpoint Planning Partners
    Downers Grove, IL
Previous Registrations
  • 2021-11-16 → 2022-04-29
    Highpoint Planning Partners
    Downers Grove, IL
    Grayslake, IL
  • 2019-03-19 → 2021-12-31
    Highpoint Planning Partners
    Grayslake, IL
    Downers Grove, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-19
  • S65 Uniform Investment Adviser Law Examination
    2019-03-19
Designations
Other Names
  • Cynthia Keaton
  • Cynthia Gwozdz

View on SEC IAPD

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Other Offices

JMG FINANCIAL GROUP LTD · DOWNERS GROVE, IL
ARBOR FINANCIAL SERVICES, LLC · DOWNERS GROVE, IL
CAPSTONE FINANCIAL ADVISORS INC · DOWNERS GROVE, IL
FELDMAN, INGARDONA & CO · DOWNERS GROVE, IL
CLEMENT STREET CAPITAL LLC · DOWNERS GROVE, IL
EAGLE STRATEGIES LLC · DOWNERS GROVE, IL
AMERIPRISE FINANCIAL SERVICES, LLC · DOWNERS GROVE, IL
EDWARD JONES · DOWNERS GROVE, IL

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