VESTGEN ADVISORS, LLC
CRD #318657 SEC #801-123390 INVERNESS, IL 312-237-4446
SEC Registered
Total AUM
$3.5B
Discretionary
$3.5B
Employees
115
Clients
--
Accounts
9,800
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 17, 2025
- Branch Offices
- 9
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOLANOS, CRAIG, GEORGE | I | HOME OFFICE PRINCIPAL | NA | |
| BOLANOS, CRAIG, GEORGE | I | HOME OFFICE PRINCIPAL | NA | |
| BOLANOS, LESLIE, MARIE | I | COO/CCO | NA | |
| BOLANOS, LESLIE, MARIE | I | COO/CCO | NA | |
| BOLANOS, LESLIE, MARIE | I | COO/CCO | NA | |
| BOLANOS, LESLIE, MARIE | I | COO/CCO | NA | |
| BOLANOS, LESLIE, MARIE | I | COO/CCO | NA | |
| BOLANOS, LESLIE, MARIE | I | COO/CCO | NA | |
| BOLANOS, LESLIE, MARIE | I | COO/CCO | NA | |
| BOLANOS, LESLIE, MARIE | I | COO/CCO | NA | |
| BOLANOS, LESLIE, MARIE | I | COO/CCO | NA | |
| BOLANOS, LESLIE, MARIE | I | COO/CCO | NA | |
| Ericson, Thomas, James | I | SENIOR COMPLIANCE OFFICER | NA | |
| Ericson, Thomas, James | I | SENIOR COMPLIANCE OFFICER | NA | |
| Ericson, Thomas, James | I | SENIOR COMPLIANCE OFFICER | NA | |
| GERRY, JOSHUA, DAVID | I | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | NA | Control |
| GERRY, JOSHUA, DAVID | I | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | NA | Control |
| GERRY, JOSHUA, DAVID | I | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | NA | Control |
| GERRY, JOSHUA, DAVID | I | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | NA | Control |
| GERRY, JOSHUA, DAVID | I | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | NA | Control |
| GERRY, JOSHUA, DAVID | I | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | NA | Control |
| GERRY, JOSHUA, DAVID | I | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | NA | Control |
| GERRY, JOSHUA, DAVID | I | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | NA | Control |
| GERRY, JOSHUA, DAVID | I | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | NA | Control |
| GERRY, JOSHUA, DAVID | I | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | NA | Control |
| GERRY, JOSHUA, DAVID | I | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | NA | Control |
| Nickelson, Ferian | I | CHIEF OPERATING OFFICER | NA | Control |
| Nickelson, Ferian | I | CHIEF OPERATING OFFICER | NA | Control |
| Nickelson, Ferian | I | CHIEF OPERATING OFFICER | NA | Control |
| Nickelson, Ferian | I | CHIEF OPERATING OFFICER | NA | Control |
| Nickelson, Ferian | I | CHIEF OPERATING OFFICER | NA | Control |
| Nickelson, Ferian | I | CHIEF OPERATING OFFICER | NA | Control |
| Nickelson, Ferian | I | CHIEF OPERATING OFFICER | NA | Control |
| Sayers, Cathleen | I | DIRECTOR, OPERATIONS | NA | |
| Sayers, Cathleen | I | DIRECTOR, OPERATIONS | NA | |
| Sayers, Cathleen | I | DIRECTOR, OPERATIONS | NA | |
| WILLIAMS, DONALD | I | DIRECTOR, OPERATIONS | NA | |
| WILLIAMS, DONALD | I | DIRECTOR, OPERATIONS | NA | |
| WILLIAMS, DONALD | I | DIRECTOR, OPERATIONS | NA | |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, TIMOTHY, BERNARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOLANOS, CRAIG, GEORGE | I | CEO | E | Control |
| BOLANOS, CRAIG, GEORGE | I | CEO | E | Control |
| BOLANOS, CRAIG, GEORGE | I | CEO | E | Control |
| BOLANOS, CRAIG, GEORGE | I | CEO | E | Control |
| BOLANOS, CRAIG, GEORGE | I | CEO | E | Control |
| BOLANOS, CRAIG, GEORGE | I | CEO | E | Control |
| BOLANOS, CRAIG, GEORGE | I | CEO | E | Control |
| BOLANOS, CRAIG, GEORGE | I | CEO | E | Control |
| BOLANOS, CRAIG, GEORGE | I | CEO | E | Control |
| BOLANOS, CRAIG, GEORGE | I | CEO | E | Control |
| VESTGEN WEALTH PARTNERS HOLDING LLC | DE | FINANCIAL SERVICES HOLDING COMPANY | E | Control |
| VESTGEN WEALTH PARTNERS HOLDING LLC | DE | FINANCIAL SERVICES HOLDING COMPANY | E | Control |
| VESTGEN WEALTH PARTNERS HOLDING LLC | DE | FINANCIAL SERVICES HOLDING COMPANY | E | Control |
| VESTGEN WEALTH PARTNERS HOLDING LLC | DE | FINANCIAL SERVICES HOLDING COMPANY | E | Control |
| VESTGEN WEALTH PARTNERS HOLDING LLC | DE | FINANCIAL SERVICES HOLDING COMPANY | E | Control |
| VESTGEN WEALTH PARTNERS HOLDING LLC | DE | FINANCIAL SERVICES HOLDING COMPANY | E | Control |
| VESTGEN WEALTH PARTNERS HOLDING LLC | DE | FINANCIAL SERVICES HOLDING COMPANY | E | Control |
| VESTGEN WEALTH PARTNERS HOLDING LLC | DE | FINANCIAL SERVICES HOLDING COMPANY | E | Control |
| VESTGEN WEALTH PARTNERS HOLDINGS LLC | DE | FINANCIAL SERVICES HOLDING COMPANY | E | Control |
| VESTGEN WEALTH PARTNERS HOLDINGS LLC | DE | FINANCIAL SERVICES HOLDING COMPANY | E | Control |
| VESTGEN WEALTH PARTNERS HOLDINGS LLC | DE | FINANCIAL SERVICES HOLDING COMPANY | E | Control |
Registrations
Federal
IA
Jul 17, 2025 REGISTERED
Notice Filings (23)
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Address
1605 WEST COLONIAL PARKWAYINVERNESS, IL 60067
United States
Phone: 312-237-4446