Vertex Partners

Firm record

As recorded in SEC IAPD

Firm CRD

316839

SEC number

801-122980

Firm type

RIA

Assets under management

$1.0B as of Mar 30, 2026

Website

www.linkedin.com/company/vertexplanningpartners ↗

Phone

630-836-3300

Address

3000 Woodcreek Drive, Downers Grove, IL, 60515

Advisors at this firm

13 in our index · page 1 of 1

• Peter Matthew BabillaCRD 1312217 · Downers Grove, IL
  IA RegisteredBroker
• Michael David BellisCRD 2371999 · Downers Grove, IL
  IA RegisteredBroker
• Gregory Paul BennerCRD 4438329 · Downers Grove, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Tammy Talya BilladeauCRD 5510003 · Downers Grove, IL
  IA RegisteredRegistration inactive
• Justin John DagostinoCRD 6507882 · Downers Grove, IL
  IA RegisteredBroker
• Steven Paul FranzenCRD 4281024 · Downers Grove, IL
  IA RegisteredBroker
• Julie Ann HuppCRD 5095745 · Downers Grove, IL
  IA RegisteredRegistration inactive
• Christopher Charles HustonCRD 4914394 · Downers Grove, IL
  IA RegisteredRegistration inactive
• Megan Nicole MicekCRD 7224691 · Downers Grove, IL
  IA RegisteredBroker
• Cynthia J MittlestaedtCRD 6573922 · Downers Grove, IL
  IA Registered
• Scott Andrew SandeeCRD 4605342 · Downers Grove, IL
  IA RegisteredRegistration inactive
• Edward Kyle SmithCRD 7400653 · Downers Grove, IL
  IA RegisteredBroker
• Igor YukhvidinCRD 8167780 · Downers Grove, IL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.