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Megan Nicole Micek

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 2024-09-03
  • IL RA
    APPROVED
    Since 2024-09-03

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
Hooters Columbia MO 03/2014 07/2018
Unemployed Naperville IL 07/2018 03/2019
Biaggi's Naperville IL 03/2019 02/2020
Highpoint Planning Partners Downers Grove IL 02/2020 10/2022
Lpl Financial Llc Downers Grove IL 10/2022 Present
Professional Wealth Advisors Downers Grove IL 10/2022 08/2024
Vertex Planning Partners, Llc Downers Grove IL 09/2024 Present
  • 03/2014 → 07/2018
    Hooters
    Columbia, MO
  • 07/2018 → 03/2019
    Unemployed
    Naperville, IL
  • 03/2019 → 02/2020
    Biaggi's
    Naperville, IL
  • 02/2020 → 10/2022
    Highpoint Planning Partners
    Downers Grove, IL
  • 10/2022 → Present
    Lpl Financial Llc
    Downers Grove, IL
  • 10/2022 → 08/2024
    Professional Wealth Advisors
    Downers Grove, IL
  • 09/2024 → Present
    Vertex Planning Partners, Llc
    Downers Grove, IL
Other Businesses

1- 09/09/2024 - Vertex Planning Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/03/2024 - 160 Hours Per Month/ 8 Hours During Trading 2- 09/13/2024 - Vertex Partners - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 09/03/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to Vertex Partners, an independent investment advisor firm. I started this business activity in 9/2024. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-25
  • S66 Uniform Combined State Law Examination
    2023-09-25

View on SEC IAPD

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