Scott Michael Sheldon
Investment Adviser Representative at Vestgen Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Scott Michael Sheldon is an investment adviser representative with Vestgen Advisors, LLC in Kansas City, MO, where they have been registered since 2025. They have worked in the securities industry since 2020 and have been registered with 4 firms, including RSG Investments LLC and AE Wealth Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Missouri.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesSep 2019 – Mar 2022Kansas City, MO
- RSM US LLPNov 2016 – Sep 2019Kansas City, MO
- UnemployedMay 2016 – Nov 2016Muscatine, IA
- AE Wealth Management LLCApr 2022 – Oct 2022Topeka, KS
- Retirement Solutions GroupApr 2022 – Apr 2025Overland Park, KS
- RSG InvestmentsApr 2022 – Apr 2025Overland Park, KS
- UnemployedMay 2025 – Jun 2025Kansas City, MO
- VestGen Advisors, LLCJun 2025 – no end date reportedInverness, 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.
Client types the firm serves
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 profileOther advisors at Vestgen Advisors, LLC
Showing 12 of 58 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Michael Sheldon 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.
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