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Terry Michael Mccaffrey

Vestgen Advisors, LLC

Chicago, IL

Chicago, IL

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Current Employers
Vestgen Advisors, Llc

1 North Franklin Suite 1850, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-27
  • IL RA
    APPROVED
    Since 2025-05-27

Branch Locations

20 S. Clark Suite 2130, Chicago, IL 60603 • United States

1 North Franklin Suite 1850, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Optimum Investment Advisors Chicago IL 02/2009 Present
Vestgen Advisors, Llc Chicago IL 01/2025 Present
  • 02/2009 → Present
    Optimum Investment Advisors
    Chicago, IL
  • 01/2025 → Present
    Vestgen Advisors, Llc
    Chicago, IL
Previous Registrations
  • 2009-04-02 → 2025-09-30
    Optimum Investment Advisors, Llc
    Chicago, IL
  • 2008-01-02 → 2009-02-20
    Banc Of America Investment Services, Inc.
    Chicago, IL
    Boston, MA
    Chicago, IL
    Boston, MA
Other Businesses

1) VestGen Wealth Partners Holdings, LLC, Chicago IL, financial services holding company, investment related, co founder and member, 2 hrs/mo, 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-31
  • S66 Uniform Combined State Law Examination
    2007-12-31

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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