Julie Ann Hupp

Employer firm

Vertex Partners CRD 316839

$1.01B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → Present
  Various Insurance Carriers For W & R Insurance Agencies
  Grayslake, IL
• 01/2002 → 12/2018
  Julie Hupp-Tax Preparation
  Grayslake, IL
• 04/2010 → Present
  12 Oaks Foundation
  Grayslake, IL
• 10/2012 → 01/2018
  Aspire Wealth Management (Dba)
  Grayslake, IL
• 06/2013 → 12/2018
  Aspire Tax Planning
  Grayslake, IL
• 06/2013 → 05/2022
  Aspire Planning Group Llc
  Grayslake, IL
• 01/2013 → 12/2018
  Financial Planning Association-Northshore Counsil
  Lake Zurich, IL
• 05/2014 → 01/2018
  Lpl Financial, Llc
  Grayslake, IL
• 05/2014 → 04/2022
  Highpoint Advisor Group, Llc (Dba: Aspire Planning Group, Llc)
  Grayslake, IL
• 05/2022 → Present
  Vertex Planning Partners
  Downers Grove, IL

Previous Registrations

• 2021-12-08 → 2022-04-29
  Highpoint Planning Partners
  Minneapolis, MN
  Downers Grove, IL
  Grayslake, IL
• 2014-06-02 → 2021-12-31
  Highpoint Planning Partners
  Grayslake, IL
  Downers Grove, IL
  Minneapolis, MN
• 2006-07-07 → 2014-06-12
  Waddell & Reed
  Elgin, IL
  Grayslake, IL
• 2006-03-29 → 2006-06-13
  Waterstone Financial Group, Inc.
  Boston, MA

Other Businesses

11/14/2014 - NO BUSINESS NAME - INV REL - s7626 Walleye Lane Merrimac WI 53561 - REAL ESTATE RENTAL - START 12/01/2014 - 2 HOURS PER MONTH/0 HOURS DURING TRADING - MERRIMAC, WI. 03/02/2017 - Gman Boulder Rental - Investment Related - Home Based - Real Estate Rental - Started 01/01/2017 - 2 Hours Per Month/0 Hours During Securities Trading. 9/18/2017 - Lake Forest Graduate School of Management - Not Investment Related - 1905 W. Field Court, Lake Forest, IL 60045 - Other-Teaching - Started 09/06/2017 - 610 Hours Per Month/0 Hours During Securities Trading - Faculty at Lake Forest Graduate School of Business.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-22

Designations

• Certified Financial Planner

Other Names

• Julie Ann Thompson
• Julie Hupp
• Julie Thompson Hupp