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Craig George Bolanos

WEALTH MANAGEMENT GROUP, L.L.C.·INVERNESS, Illinois
SIE, Series 6, Series 7, Series 24, Series 31, Series 63, Series 65Clean record27 years registeredWEALTH MANAGEMENT GROUP, L.L.C.
1605 WEST COLONIAL PARKWAY, INVERNESS, IL 60067CRD# 2932092Firm CRD# 318657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig George Bolanos · INVERNESS, IL
Registration
CRD #2932092 · WEALTH MANAGEMENT GROUP, L.L.C. · 27 years registered
Brand Profile
Not yet started
01

Career History

PRIVATE CLIENT SERVICES, LLC
Dec 2024 – present
VESTGEN ADVISORS, LLC
May 2022 – present
LPL FINANCIAL LLC
Feb 2003 – Dec 2024
INVERNESS, IL
PRINCOR FINANCIAL SERVICES CORPORATION
Jul 1999 – Feb 2003
OAK BROOK, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · July 6, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VESTGEN ADVISORS, LLC
CRD 318657 · SEC 801-123390
AUM
$660M
Regulatory assets under management
Employees
75
3,016 client accounts
Services offered by VESTGEN ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VESTGEN ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Craig George Bolanos offer?
Craig George Bolanos specializes in Financial Planning, Investment Management. Contact their office in INVERNESS, Illinois for a consultation.
What are Craig George Bolanos's credentials?
Craig George Bolanos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig George Bolanos located?
Craig George Bolanos is based in INVERNESS, Illinois, working with WEALTH MANAGEMENT GROUP, L.L.C.. Their office serves clients in the INVERNESS metropolitan area and surrounding communities.
How does Craig George Bolanos charge for services?
Craig George Bolanos's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT GROUP, L.L.C.?
WEALTH MANAGEMENT GROUP, L.L.C. has approximately 75 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH MANAGEMENT GROUP, L.L.C.

Ferian Nickelson
INVERNESS, IL
Joshua David Gerry
INVERNESS, IL
Timothy Bernard Woods
INVERNESS, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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