PUBLIC FIRM RECORD

VERTEX PARTNERS

Legal name: VERTEX PLANNING PARTNERS, LLC

Organization CRD 316839

Filed office: Downers Grove, IL

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SOURCE PROVENANCE

Imported public directory record

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OFFICE GEOGRAPHY

Filed advisory-firm offices

  • Downers Grove, Illinois (IL)

Office geography is based on public advisory-firm records.

SOURCE REGISTRATION RECORDS

Reported registration facts

  • SEC · ID 316839 · Approved · As of August 3, 2026

Registration is not an endorsement. Advisory-firm and financial-advisor registrations are separate source records.