SP
Steven Paul Franzen
CRD 4281024
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Vertex Planning Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Vertex Planning Partners, Llc
Managing Member · 10% – 25% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗