VA
VESTGEN ADVISORS, LLC
SEC RegisteredCHICAGO, ILhttps://vestgen.com312-237-4446
Assets Under Management
$5B–$25B
Employees
165
Office Locations
8 offices
Total Accounts
22790
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 21,477 | $3.2B |
| High Net Worth Individuals | 1,313 | $3.4B |
0 total clients reported on Form ADV.
Leadership
Timothy Bernard Woods
CHIEF COMPLIANCE OFFICER
Joshua David Gerry
CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC
Vestgen Wealth Partners Holding Llc
FINANCIAL SERVICES HOLDING COMPANY
Ferian Nickelson
CHIEF OPERATING OFFICER
Office locations
8 offices in 3 states
IL
CHICAGOHQ
IL
DOWNERS GROVE
IL
NAPERVILLE
IL
DOWNERS GROVE
IL
OAK BROOK
NJ
EGG HARBOR TOWNSHIP
IL
CHICAGO
TX
DALLAS
Advisors at this firm
51 advisors in the directory
Brian M Michael Ahern
Investment Adviser Representative
Craig George Bolanos
Investment Adviser Representative
David J Bolanos
Investment Adviser Representative
Gavin Michael Bolanos
Investment Adviser Representative
Grant Bolender
Investment Adviser Representative
Robert Bondiman
Investment Adviser Representative
Theodore K Buckley
Investment Adviser Representative
Tristan Paul Carone
Investment Adviser Representative
Patrick Joseph Crowley
Investment Adviser Representative
Ursula Robinson Daley
Investment Adviser Representative
Kevin Edward Dawrant
Investment Adviser Representative
Brian Nicholas Degrado
Investment Adviser Representative
Brendan Thomas Donlevy
Investment Adviser Representative
Bradley Scott Doy
Investment Adviser Representative
Joseph Michael Esposito
Investment Adviser Representative
Matthew Joseph Evans
Investment Adviser Representative
Kathleen Ann Gfrorer
Investment Adviser Representative
Robert Charles Greulich
Investment Adviser Representative
Thomas James Gruszka
Investment Adviser Representative
Erik Gutierrez
Investment Adviser Representative
Jeffery Dean Haller
Investment Adviser Representative
John Joseph Hanlon
Investment Adviser Representative
Alfred David Holland
Investment Adviser Representative
Mark Wallace Johnson
Investment Adviser Representative
Charles Keith Kiker
Investment Adviser Representative
James Kim
Investment Adviser Representative
Jordan Joseph Layer
Investment Adviser Representative
Jeff Lesniewicz
Investment Adviser Representative
Jonathan Treat Lewis
Investment Adviser Representative
Jordan Glenn Lewis
Investment Adviser Representative
Timothy David Ludwig
Investment Adviser Representative
Joseph Andrew Lyons
Investment Adviser Representative
Terry Michael McCaffrey
Investment Adviser Representative
Eric Anthony Mesko
Investment Adviser Representative
Timothy Scott Mohns
Investment Adviser Representative
Bret James Mooney
Investment Adviser Representative
Eric Mooney
Investment Adviser Representative
Keith Brian Mooney
Investment Adviser Representative
Nicholas Anthony Punzio
Investment Adviser Representative
Thomas Christopher Reynolds
Investment Adviser Representative
Rikk Rodriguez
Investment Adviser Representative
Jeffrey Allen Scheider
Investment Adviser Representative
John David Straley
Investment Adviser Representative
Daniel Harrison Stringfellow
Investment Adviser Representative
Michael Edward Sullivan
Investment Adviser Representative
James M Thornton
Investment Adviser Representative
James Robert Vande Logt
Investment Adviser Representative
David C Walker
Investment Adviser Representative
Stephen Matthew Weber
Investment Adviser Representative
Timothy Bernard Woods
Investment Adviser Representative
John Joseph Zielinski
Investment Adviser Representative
Regulatory & compliance
CRD number
#318657
SEC Number
801-123390
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
vestgen.comPhone
312-237-4446Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VESTGEN ADVISORS, LLC 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 the SEC or FINRA websites before making any decision.