Gregory Benner, financial advisor Downers Grove IL

Gregory Benner

CRD Number: 4438329
Current Firm: Vertex Partners

Gregory Benner (CRD# 4438329) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 20 years of experience in the finance industry. Gregory Benner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Charles Melka, financial advisor Downers Grove IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Phillip Shaw, financial advisor Downers Grove IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Gregory Reichold, financial advisor Downers Grove IL
Gregory A. Reichold
CRD# 5648094
Highpoint Planning Partners
Professional Designations
Company Name Location Dates Years
Vertex Planning Partners, LLC Downers Grove, IL Mar 2022 - Current 2
Lpl Financial LLC Downers Grove, IL Jun 2011 - Current 12
Highpoint Advisor Group, LLC Downers Grove, IL May 2016 - Apr 2022 5
Redwood Financial Network Corp. Downers Grove, IL Jun 2011 - Jul 2016 5
Highpoint Advisor Group Downers Grove, IL Dec 2015 - Feb 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Jun 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory P. Benner
Phone Number: 630-836-3300
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    481
    MILLIONS
  • Total Number of Accounts
    1,772
    ACCOUNTS
  • Average Account Value
    $271,483
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, IL, IN, LA, MI, MN, MO, NC, NE, NH, OH, SC, TN, TX, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Gregory Benner and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.