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Grant Bolender

Investment Adviser Representative at VESTGEN ADVISORS, LLC

S. Barrington, ILCRD #7502612Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Grant Bolender has worked in the securities industry since 2023. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Illinois and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
IllinoisTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/10/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 6/2/2023
Series 7
General Securities Representative Examination
Passed 2/27/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/24/2023
SIE
Securities Industry Essentials Examination
Passed 11/18/2022

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Source

Vestgen Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VESTGEN ADVISORS, LLCCurrent
3/10/2025 – S. Barrington, IL
OSAIC WEALTH, INC.
8/23/2024 – 11/20/2024South Barrington, IL
TRIAD ADVISORS LLC
7/9/2024 – 8/23/2024South Barrington, IL
EQUITABLE ADVISORS, LLC
10/16/2023 – 6/4/2024Deerfield, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
3/24/2023 – 7/19/2023Schaumburg, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at VESTGEN ADVISORS, LLC

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Grant Bolender has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Grant Bolender - Financial Advisor in S. Barrington, IL | AdvisorFinder