Tammy T. Billadeau

VERTEX PARTNERS

Downers Grove, IL 60515

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CRD#: 5510003

Professional summary

Tammy Talya Billadeau, CFP®, who also goes by Tammy Billadeau, Tammy Talya, is a registered financial advisor currently at VERTEX PARTNERS located in Downers Grove, Illinois and LPL FINANCIAL LLC located in Downers Grove, Illinois.

Tammy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Tammy has worked at 8 firms and has passed the Series 66, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tammy Billadeau | Tammy Talya

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 02/22/2022 - Vertex Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/03/2022 - 0 Hours Per Month/0 Hours During Securities Trading - I provide administrative support to Vertex Partners, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tammy Talya Billadeau's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

March 31, 2022 - Present

VERTEX PARTNERS

Office #1: 3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515

RIA

CRD#: 316839

Downers Grove, IL

Current

July 3, 2019 - Present

LPL FINANCIAL LLC

Office #1: 3000 Woodcreek Dr Ste 100, Downers Grove, IL 60515

RIA

CRD#: 6413

DOWNERS GROVE, IL

Past

November 16, 2021 - April 29, 2022

HIGHPOINT PLANNING PARTNERS

RIA

CRD#: 316636

Downers Grove, IL

Past

May 23, 2019 - December 31, 2021

HIGHPOINT PLANNING PARTNERS

RIA

CRD#: 163768

Downers Grove, IL

Past

October 19, 2015 - May 8, 2019

CHURCHILL MANAGEMENT GROUP

RIA

CRD#: 109651

Wheaton, IL

Past

June 22, 2015 - October 7, 2015

OSAIC SERVICES, INC.

RIA

CRD#: 133763

SANTA BARBARA, CA

Past

November 10, 2014 - October 7, 2015

OSAIC SERVICES, INC.

CRD#: 133763

SANTA BARBARA, CA

Past

July 9, 2010 - December 12, 2013

MISSION WEALTH MANAGEMENT, LP

RIA

CRD#: 113057

SANTA BARBARA, CA

Past

January 26, 2009 - September 15, 2009

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

SANTA BARBARA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERTEX PARTNERS

VERTEX PARTNERS | VERTEX PLANNING PARTNERS, LLC

CRD#: 316839 / SEC#: 801-122980

RIA

Registered Investment Advisory firm - (1/3/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(7/23/2019)

IAR

Illinois
(3/31/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/9/2015

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/24/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/3/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/7/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/10/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VERTEX PARTNERS

VERTEX PARTNERS | VERTEX PLANNING PARTNERS, LLC

CRD#: 316839 / SEC#: 801-122980

RIA

Registered Investment Advisory firm - (1/3/2022 Approved)

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Contact information

Main Address

3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515

Mailing Address

Phone number

(630) 836-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE FOR VERTEX PARTNERS (2/26/2025)

DISCLOSURE BROCHURE FOR VERTEX PARTNERS (2/26/2025)

Regulatory assets under management

Total Number of Accounts	2,374
AUM (Assets Under Management)	$ 827,936,305

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Tammy T. Billadeau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tammy Talya Billadeau's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

HIGHPOINT PLANNING PARTNERS

HIGHPOINT PLANNING PARTNERS

CHURCHILL MANAGEMENT GROUP

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

MISSION WEALTH MANAGEMENT, LP

MERCER GLOBAL ADVISORS INC.

Primary Firm SEC Registration

VERTEX PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/9/2015

Series 65

Date: 1/24/2009

Series 7TO

Date: 7/3/2019

SIE

Date: 10/7/2015

Series 7

Date: 11/10/2014

FINRA

Current Firm

VERTEX PARTNERS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERTEX PARTNERS

TRUST BUT VERIFY

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