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Michael Benedict Moloney

Investment Adviser Representative at Vestgen Advisors, LLC

Kirkwood, MOCRD #1581154Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
39 yrs
Exams Passed
6

Professional summary

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

Michael Benedict Moloney is an investment adviser representative with Vestgen Advisors, LLC in Kirkwood, MO, where they have been registered since 2025. They have worked in the securities industry since 1987 and have been registered with 6 firms, including Cambridge Investment Research Advisors, Inc. and Universal Financial Planning Consultants, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Missouri and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri, Texas
Broker:
14 states and territories

Arizona, California, Florida, Illinois, Indiana, Maryland, Michigan, Missouri, Nevada, North Carolina, South Carolina, Tennessee, Texas, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/2/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 11/17/1986
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/14/1993
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/1/1986
Series 24
General Securities Principal Examination
Passed 8/9/2000

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Vestgen Advisors, LLCCurrent
9/11/2025 – Kirkwood, MO
Cambridge Investment Research Advisors, Inc.
9/30/2015 – 9/17/2025Kirkwood, MO
Universal Financial Planning Consultants, Inc.
6/27/2011 – 12/31/2015Kirkwood, MO
LPL Financial LLC
9/8/2009 – 1/11/2012Kirkwood, MO
Mutual Service Corporation
2/27/2003 – 9/8/2009St. Charles, MO
Walnut Street Advisers Inc
11/24/1997 – 1/16/2003St. Charles, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Cambridge Investment Research, Inc.
    Sep 2015 – Sep 2025Fairfield, IA
  2. Cambridge Investment Research Advisors, Inc.
    Sep 2015 – Sep 2025Fairfield, IA
  3. Private Client Services
    Sep 2025 – no end date reportedKirkwood, MO
  4. VestGen Advisors, LLC
    Sep 2025 – no end date reportedChicago, IL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Vestgen Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.025

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

VestGen Wealth Partners offers bespoke wealth management solutions including investment management, estate planning, Vision Path Planning™, education planning, retirement planning, tax optimization, and insurance solutions.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementInvestment ManagementEstate PlanningRetirement PlanningTax OptimizationInsurance SolutionsEducation PlanningFinancial Planning

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
58
Offices listed on AdvisorFinder:
8
Main office:
Chicago, IL
SEC file number:
801-123390

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 11, 2026

View full firm profile

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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. Michael Benedict Moloney 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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