Tammy
Billadeau
Vertex Partners
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About this Advisor
Tammy Billadeau is a certified financial planner operating in Downers Grove, Illinois, with a total of 1 year of industry experience. Billadeau is an employee of Vertex Partners. During their career, the advisor has held roles at Ameriflex Financial Services, Travel/Unemployed, Churchill Management Group, Highpoint Advisor Group, LLC (Dba: Vertex Planning Partners), Lpl Financial, LLC and Vertex Planning Partners, LLC. Billadeau holds Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Illinois. Vertex Partners is a registered investment business operating out of Downers Grove, IL. It manages $481 million in assets across its 1,772 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 1,772 customer accounts, 27% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically vary depending on which services are offered. However, fees charged by Vertex Partners may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vertex Partners Brokerage Details
$481,067,168
14
1,772
$271,483
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Tammy Billadeau Work History
Tammy has been registered as a financial advisor for 1 years.*
Vertex Planning Partners, LLC
Highpoint Advisor Group, LLC (Dba: Vertex Planning Partners)
Lpl Financial, LLC
Churchill Management Group
Ameriflex Financial Services
Travel/Unemployed
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tammy Billadeau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vertex Partners
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
