Scott Sandee, CEPA, CFP®, CIMA®, CPWA®

Managing Partner at Vertex Planning Partners, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, Illinois, United States, US

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Credentials

  • Certified Exit Planning Advisor
    Exit Planning Institute
    May, 2017
    - Nov, 2024
  • Certified Private Wealth Advisor®
    Investment Management Consultants Association
    Oct, 2014
    - Nov, 2024
  • Certified Investment Management Analyst®
    Investment Management Consultants Association
    Aug, 2010
    - Nov, 2024
  • Certified Financial Planner®
    CFP Board
    Nov, 2008
    - Nov, 2024
  • Series 31
    Financial Industry Regulatory Authority (FINRA)
    Feb, 2003
    - Nov, 2024
  • Series 66
    Financial Industry Regulatory Authority (FINRA)
    Jan, 2003
    - Nov, 2024
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Dec, 2002
    - Nov, 2024

Experience

  • Vertex Planning Partners, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner
      • Jan 2023 - Present

  • Oxford Financial Group, Ltd.
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Managing Director
      • Jul 2021 - Jan 2023

      Oxford is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the United States, with oversight of more than $30 billion in assets for over 700 individuals, families and institutions in 42 states. As an independent, fee only firm Oxford provides clients investment management and estate planning advice, along with forward thinking investment strategies with special expertise in alternative assets (private equity, real estate, and hedge funds). Oxford has offices in Chicago, Minneapolis, Cincinnati, Grand Rapids and Indianapolis. Show less

  • Capital Group Private Client Services
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Senior Vice President - Private Wealth Advisor
      • Oct 2018 - Jul 2021

  • BNY Mellon Wealth Management
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Director
      • Jul 2016 - Sep 2018

  • BMO Private Wealth
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Director -- Private Wealth Advisor
      • Apr 2015 - Jul 2016

  • Northern Trust
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Vice President and Wealth Strategist
      • Feb 2010 - Mar 2015

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Sep 2005 - Feb 2010

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Oct 2002 - Aug 2005

  • Marine Corps Recruiting
    • Armed Forces
    • 700 & Above Employee
    • Corporal
      • Jul 1991 - Jul 1997

Education

  • Northern Illinois University
    Bachelor's degree, Computer Science
    1992 - 1996

Community

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