Bret James Mooney

Current Employers

Employment History

• 01/2016 → 09/2016
  Vector Marketing
  Crystal Lake, IL
• 05/2018 → 08/2018
  Northwestern Mutual Intern
  Grand Rapids, MI
• 10/2016 → 12/2018
  Ferris State University
  West Dundee, IL
• 04/2019 → 08/2019
  Lpl Financial Llc
  South Barrington, IL
• 01/2019 → 08/2019
  Sequoia Wealth Management
  South Barrington, IL
• 08/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 01/2019 → Present
  Mooney Lyons
  South Barrington, IL
• 08/2019 → 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

• 2019-08-30 → 2024-11-11
  Osaic Advisory Services, Llc
  South Barrington, IL
  Atlanta, GA

Other Businesses

1) Non-Variable Annuities & Insurance Prodcuts. 1 Executive Court, Suite #5, South Barrington, IL 60010. Identity insurance needs and products that fit those needs, applications and servicing of the annuity and insurance products. 5 hrs/mo; 5 during trading hrs. Investment related. 2) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60057. Registered Investment Advisor. Investment Advisor Representative. 120 hrs/mo; 120 during trading hrs. Investment related. 3) VestGen Insurance Partners, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. VestGen has created VestGen Insurance Partners, LLC (a general agency and insurance division). Insurance and Annuity Soliciation and Sales. 5 hrs/mo; 5 during trading hrs. Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-11

Designations

Other Names

• Bret Mooney