Unclaimed Profile

Ferian Nickelson

VESTGEN ADVISORS, LLC·INVERNESS, Illinois

SIE, Series 7, Series 66Clean record20 years registeredVESTGEN ADVISORS, LLC

1605 WEST COLONIAL PARKWAY, INVERNESS, IL 60067CRD# 4816966Firm CRD# 318657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ferian Nickelson · INVERNESS, IL

Registration

CRD #4816966 · VESTGEN ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VESTGEN ADVISORS, LLC

HIGHTOWER ADVISORS, LLC

Jan 2012 – Oct 2017

CHICAGO, IL

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jan 2012

SAN FRANCISCO, CA

MORGAN STANLEY & CO. INCORPORATED

Aug 2008 – Jun 2009

SAN FRANCISCO, CA

MORGAN STANLEY & CO. INCORPORATED

Mar 2006 – Aug 2008

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 29, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTGEN ADVISORS, LLC

CRD 318657 · SEC 801-123390

AUM

$660M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Ferian Nickelson offer?

Ferian Nickelson specializes in Financial Planning, Investment Management.

What are Ferian Nickelson's credentials?

Ferian Nickelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ferian Nickelson located?

Ferian Nickelson is based in INVERNESS, Illinois, last registered with VESTGEN ADVISORS, LLC.

How does Ferian Nickelson charge for services?

Ferian Nickelson'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 VESTGEN ADVISORS, LLC?

VESTGEN ADVISORS, LLC 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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