VERTEX PLANNING PARTNERS, LLC

Legal name: VERTEX PARTNERS

CRD #316839 SEC #801-122980 DOWNERS GROVE, IL 630-836-3300

SEC Registered

Total AUM

$827.9M

Discretionary

$826M

Employees

Clients

Accounts

2,374

Firm Details

Organization Type: Limited Liability Company
State of Formation: Illinois
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 26, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BELLIS, MICHAEL, DAVID	I	MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
BENNER, GREGORY, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	C	Control
SCHAFFNIT, BRADLEY, ANDREW	I	MANAGING MEMBER	C	Control
SCHAFFNIT, BRADLEY, ANDREW	I	MANAGING MEMBER	C	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
FRANZEN, STEVEN, PAUL	I	MANAGING MEMBER	B	Control
HUSTON, CHRISTOPHER, CHARLES	I	MEMBER	A
HUSTON, CHRISTOPHER, CHARLES	I	MEMBER	A
HUSTON, CHRISTOPHER, CHARLES	I	MEMBER	A
HUSTON, CHRISTOPHER, CHARLES	I	MEMBER	A
HUSTON, CHRISTOPHER, CHARLES	I	MEMBER	A
HUSTON, CHRISTOPHER, CHARLES	I	MEMBER	A
HUSTON, CHRISTOPHER, CHARLES	I	MEMBER	A
HUSTON, CHRISTOPHER, CHARLES	I	MEMBER	A
HUSTON, CHRISTOPHER, CHARLES	I	MEMBER	A
HUSTON, CHRISTOPHER, CHARLES	I	MEMBER	A
HUSTON, CHRISTOPHER, CHARLES	I	MEMBER	A
HUSTON, CHRISTOPHER, CHARLES	I	MEMBER	A

Registrations

Federal

Mar 26, 2025 REGISTERED

Notice Filings (18)

AZ CA FL IL IN LA MI MN MO NC NE NH OH SC TN TX WA WI

Address

3000 WOODCREEK DRIVE
SUITE 100
DOWNERS GROVE, IL 60515
United States

Phone: 630-836-3300