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Steven Paul Franzen

Managing MemberVertex Planning Partners, LLCCRD 4281024

About Steven Paul Franzen

Steven Paul Franzen is listed as Managing Member at Vertex Planning Partners, LLC in Downers Grove, IL. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Vertex Planning Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steven Paul Franzen work?

Steven Paul Franzen is listed as Managing Member at Vertex Planning Partners, LLC on SEC Form ADV.

How much of Vertex Planning Partners, LLC does Steven Paul Franzen own?

Form ADV reports a beneficial ownership band of 10-25%.

Vertex Planning Partners, LLC

TitleManaging Member
Ownership10-25%
Control personYes
Since2021