VESTGEN ADVISORS, LLC

INVERNESS, Illinois·5 registered advisors·CRD# 318657
SEC# 801-1233907312-237-4446
01

Firm Overview

AUM
$660M
Regulatory assets under management
Employees
75
Total firm employees
Advisors
5
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 PlanningInvestment Management
04

Advisors at VESTGEN ADVISORS, LLC

5 registered advisors
Craig George Bolanos
INVERNESS, Illinois
Ferian Nickelson
INVERNESS, Illinois
Joshua David Gerry
INVERNESS, Illinois
Leslie Marie Bolanos
INVERNESS, Illinois
Timothy Bernard Woods
INVERNESS, Illinois
05

Office Locations

INVERNESS, Illinois
5 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.