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Brendan Thomas Donlevy

Vestgen Advisors, LLC

South Barrington, 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 2024-11-01
  • IL RA
    APPROVED
    Since 2024-11-01

Branch Locations

1 Executive Court Suite #5, South Barrington, IL 60010 • 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
Triad Advisors Norcross GA 12/2021 08/2024
Northwestern Mutual Lombard IL 05/2021 12/2021
Capital Forensics Inc Palatine IL 06/2019 05/2021
Uw-Whitewater Whitewater WI 09/2018 06/2019
Mooney Lyons Financial South Barrington IL 04/2018 09/2018
Uw-Whitewater Whitewater IL 09/2015 04/2018
Triad Hybrid Solutions Norcross GA 12/2021 09/2024
Osaic Wealth, Inc. South Barrington IL 08/2024 11/2024
Private Client Services South Barrington IL 11/2024 Present
Vestgen Advisors, Llc South Barrington IL 11/2024 Present
  • 12/2021 → 08/2024
    Triad Advisors
    Norcross, GA
  • 05/2021 → 12/2021
    Northwestern Mutual
    Lombard, IL
  • 06/2019 → 05/2021
    Capital Forensics Inc
    Palatine, IL
  • 09/2018 → 06/2019
    Uw-Whitewater
    Whitewater, WI
  • 04/2018 → 09/2018
    Mooney Lyons Financial
    South Barrington, IL
  • 09/2015 → 04/2018
    Uw-Whitewater
    Whitewater, IL
  • 12/2021 → 09/2024
    Triad Hybrid Solutions
    Norcross, GA
  • 08/2024 → 11/2024
    Osaic Wealth, Inc.
    South Barrington, IL
  • 11/2024 → Present
    Private Client Services
    South Barrington, IL
  • 11/2024 → Present
    Vestgen Advisors, Llc
    South Barrington, IL
Previous Registrations
Other Businesses

1) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. 120 hrs/mo; 120 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-13
  • S66 Uniform Combined State Law Examination
    2023-11-13
Other Names
  • Brendan Thomas Donlevy
  • Brendan Donlevy

View on SEC IAPD

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HIGHPOINT PLANNING PARTNERS
INTEGRITY INVESTMENT MANAGEMENT

Other Investors

DOMENICO ERNANDEZ
DANIEL MICHAEL SAVAS
LLOYD WILLIAM MONTGOMERY
JAMES JON DANIELSON
MICHELLE RENEE TWITCHELL
TINA MARIE BARRILE
MICHAEL DAVID HEATWOLE
Dana Rose Arvanites

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SOUTH BARRINGTON, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · South Barrington, IL
THE DALA GROUP, LLC · HOFFMAN ESTATES, IL
CLEARWATER CAPITAL PARTNERS · HOFFMAN ESTATES, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Hoffman Estates, IL
EDWARD JONES · HOFFMAN ESTATES, IL
HIGHPOINT PLANNING PARTNERS · Hoffman Estates, IL
INTEGRITY INVESTMENT MANAGEMENT · HOFFMAN ESTATES, IL

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