Unclaimed Profile

Michael David Bellis

VERTEX PLANNING PARTNERS, LLC·DOWNERS GROVE, Illinois

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record27 years registeredVERTEX PLANNING PARTNERS, LLC

3000 WOODCREEK DRIVE, DOWNERS GROVE, IL 60515CRD# 2371999Firm CRD# 316839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael David Bellis · DOWNERS GROVE, IL

Registration

CRD #2371999 · VERTEX PLANNING PARTNERS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

VERTEX PARTNERS

Mar 2022 – present

HIGHPOINT PLANNING PARTNERS

Dec 2021 – Apr 2022

DOWNERS GROVE, IL

HIGHPOINT PLANNING PARTNERS

Apr 2016 – Dec 2021

Downers Grove, IL

LPL FINANCIAL LLC

Sep 2009 – Nov 2016

DOWNERS GROVE, IL

WATERSTONE FINANCIAL GROUP, INC.

Nov 2003 – Sep 2009

WARRENVILLE, IL

VERAVEST INVESTMENT ADVISORS, INC.

May 1999 – Nov 2003

DES PLAINES, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 7, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERTEX PLANNING PARTNERS, LLC

CRD 316839 · SEC 801-122980

AUM

$797M

Regulatory assets under management

Employees

2,295 client accounts

Services offered by VERTEX PLANNING PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERTEX PLANNING PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael David Bellis offer?

Michael David Bellis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.

What are Michael David Bellis's credentials?

Michael David Bellis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael David Bellis located?

Michael David Bellis is based in DOWNERS GROVE, Illinois, working with VERTEX PLANNING PARTNERS, LLC. Their office serves clients in the DOWNERS GROVE metropolitan area and surrounding communities.

How does Michael David Bellis charge for services?

Michael David Bellis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERTEX PLANNING PARTNERS, LLC?

VERTEX PLANNING PARTNERS, LLC has approximately 20 employees and manages $797M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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