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Vestgen Advisors, LLC CRD 318657
$6.67B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-14 |
| TX | RA | APPROVED | 2024-10-14 |
Branch Locations
2155 Citygate Lane Suite 125, Naperville, IL 60563 • United States
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barth Financial Advisors, Llc | Orange | CA | 04/2016 | 06/2017 |
| Crown Capital Securities, L.P. | Orange | CA | 03/2016 | 05/2017 |
| Bentley Financial & Insurance Services, Inc. | Orange | CA | 03/2016 | 05/2017 |
| Barthcalderon, Llp | Orange | CA | 03/2016 | 06/2017 |
| Raymond James Financial Services,Inc | Naperville | IL | 06/2017 | 10/2024 |
| Raymond James Financial Services Advisors Inc. | Naperville | IL | 06/2017 | 10/2024 |
| Fountain Wealth Management | Naperville | IL | 05/2021 | Present |
| Mohns & Haller Inc. | Naperville | IL | 05/2017 | Present |
| Private Client Services | Naperville | IL | 10/2024 | Present |
| Vestgen Advisors, Llc | Naperville | IL | 10/2024 | Present |
1) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. 160 hrs/mo; 8 during training hrs. 2) Mohns & Haller Inc. 2155 CityGate Ln, Suite 125, Naperville, IL 60563. Operating company thru which payroll and benefits are paid to employees. Employee. 1 hr/mo; 1 during trading hrs. Investment related. 3) Wisdom4Wealth, LLC. 2155 CityGate Lane, Suite 125, Naperville, IL 60563. Holding company for VestGen Wealth Partners shares. Passive shareholder. No duties. 0 hrs/mo. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-28 |
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