Gregory Paul Benner
Investment adviser representative at Vertex Partners
15 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Vertex PartnersMar 2022 to now
- Vertex Planning Partners, LLCMar 2022 to now
- LPL Financial LLCJun 2011 to now
- Highpoint Advisor Group, LLCMay 2016 to Apr 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Vertex Partners
Legal name: Vertex Planning Partners, LLC
$1BAssets managed
843Clients
13Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4438329
- Firm CRD
- 316839