Edward Kyle Smith
Investment adviser representative at Vertex Partners
11 yearsExperience
1 stateRegistered in
$1BFirm assets
4 yearsFirm in business
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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
11 years in the industry.
- Vertex PartnersMay 2022 to now
- Vertex Planning PartnersMay 2022 to now
- LPL FinancialJun 2021 to now
- Vertex Planning PartnersJun 2021 to Apr 2022
- TpodMay 2020 to Jan 2021
- Life Time FitnessSep 2019 to Jun 2021
- UnemployedMay 2019 to Sep 2019
- University of Wisconsin-milwaukeeSep 2017 to May 2019
- University of Wisconsin-milwaukee Recreation CenterSep 2017 to May 2019
- MediciMay 2017 to Aug 2017
- Illinois State University - Department of Kinesiology & RecreatiJan 2016 to May 2017
- Orthopedic & Sports Enhancement CenterAug 2015 to Aug 2017
- Illinois State UniversityAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7400653
- Firm CRD
- 316839