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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED_RES | 2025-06-03 |
Branch Locations
9800 Nw Polo Dr. Suite 100, Kansas City, MO 64153 • United States
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelly Martin (Lpl Broker 553) | Kansas City | MO | 08/1993 | Present |
| Lpl Financial Llc | Kansas City | MO | 11/1993 | 06/2025 |
| Vestgen Advisors, Llc | Inverness | IL | 06/2025 | Present |
1) VestGen Wealth Partners Holdings, Chicago IL, Financial Services Holding Company, investment related, LLC member, 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-12 |
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