Ryan Michael Bellis
Financial advisor at Vertex Planning Partners, LLC · Downers Grove, IL
Last updated 2026-10-10
Claim your profileRyan Michael Bellis is a financial advisor at Vertex Planning Partners, LLC in Downers Grove, IL, CRD 7685017. Licenses and exams on the registration: Series 63, Series 65. First registered 2026-10-07.
Registration
- CRD number
- 7685017
- Registration status
- Active
- First registered
- 2026-10-07
- Years of experience
- 10
- States registered
- IL
Licenses and exams
- Series 63
- Series 65
Work history
- 2016-10 to 2024-05 · Unemployed - Student · Iowa City, IA
- 2024-05 to 2025-05 · Vertex Planning Partners · Downers Grove, IL
- 2025-06 to 2025-08 · Natixis Investment Managers · Boston, MA
- 2025-08 to 2026-06 · Vertex Planning Partners · Iowa City, IA
- 2026-06 to Present · Vertex Planning Partners · Downers Grove, IL
Current employment
- Vertex Partners · Downers Grove, IL
Vertex Planning Partners, LLC
- Regulatory AUM
- $1,011,939,498
- Registered advisors
- 14
- Offices
- 1
- Clients per advisor
- 60.2 (Moderate)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 33.7% (Moderate)
Vertex Planning Partners, LLC: advisors, services and reported ETF investments
Reported ETF positions
Vertex Planning Partners reports 116 ETF positions worth $578.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $108.5M |
| JQUA — JPMorgan U.S. Quality Factor ETF | $49.7M |
| USFR — WisdomTree Floating Rate Treasury Fund | $39M |
| TFLO — iShares Treasury Floating Rate Bond ETF | $38.7M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $32.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Vertex Planning Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $309.3K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $32.5M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | PRFZ — Invesco RAFI US 1500 Small-Mid ETF | $733.3K | Top 99.4% | Residual alpha +2.34% · Residual Sharpe 0.11 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $2.8M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Vertex Planning Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
Location
3000 Woodcreek Drive, Downers Grove, IL 60515
14 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 630-836-3300
- Website: vertexplanningpartners.com
Official record
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