Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® Email and Phone Number

Managing Partner and Co-Founder @ Vertex Planning Partners, LLC
Downers Grove, IL, US
Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s Location
Downers Grove, Illinois, United States, United States
Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s Contact Details

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® work email

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® personal email

n/a

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® phone numbers

About Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®

Financial Advisor in ChicagoSpecialties: Certified Private Wealth Advisor, (CPWA®)Certified Financial Planner, (CFP®)Chartered Financial Consultant (ChFC®)Chartered Life Underwriter (CLU®)Accredited Investment Fiduciary (AIF®)Retirement Management Advisor (RMA)Series 7 & 63 registrations held with LPL FinancialSeries 65 registration held with Vertex Planning Partners, LLCIllinois, Ohio, Wisconsin & Louisiana Life & Health Insurance License• Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. Investment advice offered through Vertex Planning Partners, LLC, a registered investment advisor. Vertex Planning Partners, LLC is a separate entity from LPL Financial.• Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.• For a list of states in which I am/we are registered to do business, please visit www.vertexpartners.com/

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s Current Company Details
Vertex Planning Partners, LLC

Vertex Planning Partners, Llc

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Managing Partner and Co-Founder
Downers Grove, IL, US
Website:
vertexpartners.com
Employees:
18
Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® Work Experience Details
  • Vertex Planning Partners, Llc
    Managing Partner And Co-Founder
    Vertex Planning Partners, Llc
    Downers Grove, Il, Us
    View
  • Vertex Planning Partners, Llc
    Managing Partner & Co-Founder
    Vertex Planning Partners, Llc Apr 2016 - Present
    Downers Grove, Illinois, Us
    View
  • Vertex Planning Partners, Llc
    Independent Financial Advisor
    Vertex Planning Partners, Llc Jun 2011 - Present
    Downers Grove, Illinois, Us
    Independent Financial Advisor specializing in comprehensive financial planning, estate planning, and asset management for a select number of successful familiesLPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer supporting over 14,000 financial advisors nationwide.* We are also an enabling partner to a broad range of banks and credit unions, as well as broker/dealers at leading financial services companies.* As reported in Financial Planning magazine 1996-2020, based on total revenues.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. Investment advice offered through Vertex Planning Partners, LLC, a registered investment advisor. Vertex Planning Partners, LLC is a separate entity from LPL Financial.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.For a list of states in which I am/we are registered to do business, please visit www.vertexpartners.com
    View
  • Redwood Financial Network, Corp.
    Financial Advisor At Redwood Financial Network
    Redwood Financial Network, Corp. Jun 2011 - Apr 2016
    Solon, Oh, Us
    View
  • Chase Investment Services, Corp.
    Senior Financial Advisor At Chase Investment Services
    Chase Investment Services, Corp. Feb 2005 - Jun 2011
    Financial planning and investment management for individuals, businesses, and non-profit organizations.
  • Northwestern Mutual
    Financial Advisor At Northwestern Mutual
    Northwestern Mutual May 2001 - May 2003
    Milwaukee, Wi, Us
    View

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® Skills

Retirement Planning Wealth Management Strategic Financial Planning Estate Planning Investments Financial Planners Financial Advisory Series 7 Investment Management Asset Management Certified Financial Planner Disability Insurance Life Insurance Wealth Accumulation Clu Chfc Holistic Financial Planning Large Scale Budget And Financial Planning Personal Tax Planning Estate Preservation Asset Managment Retirement

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® Education Details

  • Miami University
    Miami University
    Finance
  • University Of Chicago
    University Of Chicago
    Certified Private Wealth Advisor
  • Northwestern University
    Northwestern University
    Certified Financial Planner Education Program

Frequently Asked Questions about Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®

What company does Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® work for?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® works for Vertex Planning Partners, Llc

What is Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s role at the current company?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s current role is Managing Partner and Co-Founder.

What is Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s email address?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s email address is gr****@****lpl.com

What is Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s direct phone number?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s direct phone number is +161736*****

What schools did Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® attend?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® attended Miami University, University Of Chicago, Northwestern University.

What skills is Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® known for?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® has skills like Retirement Planning, Wealth Management, Strategic Financial Planning, Estate Planning, Investments, Financial Planners, Financial Advisory, Series 7, Investment Management, Asset Management, Certified Financial Planner, Disability Insurance.

Who are Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s colleagues?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s colleagues are Michael Bellis, Cfp®, Clu, Kelsey Kunz, Tammy Billadeau, Cfp®, Cdfa®, Aams®, Edward Smith, Ms, Sca, Gail Cannata, Megan Micek, Megan Rouse.

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