VESTGEN ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 318657). Regulatory assets under management: $6.7B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Donald Williams | DIRECTOR, OPERATIONS | Carlsbad, CA |
| Gerry David | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | Bentonville, AR |
| Timothy Bernard Woods | CHIEF COMPLIANCE OFFICER | — |
| Joshua David Gerry | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | — |
| Ferian Nickelson | CHIEF OPERATING OFFICER | — |
| Thomas James Ericson | SENIOR COMPLIANCE OFFICER | — |
| Cathleen Sayers | DIRECTOR, OPERATIONS | — |
| WOODS TIMOTHY BERNARD | CHIEF COMPLIANCE OFFICER | — |
| BOLANOS CRAIG GEORGE | CEO; HOME OFFICE PRINCIPAL | — |
| BOLANOS LESLIE MARIE | COO/CCO | — |
| Nickelson Ferian | CHIEF OPERATING OFFICER | — |
| Jason Hanavan | CHIEF EXECUTIVE OFFICER, VESTGEN WEALTH PARTNERS HOLDINGS, LLC | — |
| Patrick Michael Curran | SENIOR COMPLIANCE OFFICER | — |