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VESTGEN ADVISORS, LLC
VESTGEN ADVISORS, LLC
INVERNESS, Illinois
·
4 registered advisors
·
CRD# 318657
SEC# 801-123390
7
312-237-4446
01
Firm Overview
AUM
$660M
Regulatory assets under management
Employees
75
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at VESTGEN ADVISORS, LLC
4 registered advisors
Craig George Bolanos
INVERNESS, Illinois
CRD# 2932092
Ferian Nickelson
INVERNESS, Illinois
CRD# 4816966
Joshua David Gerry
INVERNESS, Illinois
CRD# 2391253
Timothy Bernard Woods
INVERNESS, Illinois
CRD# 4428777
05
Office Locations
INVERNESS, Illinois
4 advisors
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Data sourced from SEC Form ADV filings. VESTGEN ADVISORS, LLC (CRD# 318657) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.