Vestgen Advisors, LLC

Overview

Vestgen Advisors, LLC is an SEC registered investment adviser based in Chicago, IL, registered since 2022. It reports $6.7B in assets under management across 22,790 accounts, with 165 employees. It has 54 investment adviser representatives.

Reported AUM

$6.7B

Discretionary

85%

Accounts

22,790

Average account

$292K

Employees

165

Advisory reps

54

Registered since

2022

Jurisdictions

40

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 7

• Jason Hanavan Chief Executive Officer CRD 8090130
• Ferian Nickelson Chief Operating Officer CRD 4816966
• Timothy Bernard Woods Chief Compliance Officer CRD 4428777

4 more executive officers, with direct contact details

Advisory reps 3 of 54

• Brian M Ahern Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4392356
• Craig George Bolanos Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2932092
• David J Bolanos Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5314554

51 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 N Franklin St Ste 1850
Chicago, IL 60606

County

Cook

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 40 jurisdictions
• Website: vestgen.com

Every state, with registration dates

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