Craig G. Bolanos
VESTGEN ADVISORS | Wealth Advisor
Marco Island, FL
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CRD#: 2932092
Professional summary
Craig George Bolanos JR, AIF®, who also goes by Craig George Jr Bolanos, is a registered financial advisor currently at VESTGEN ADVISORS, LLC located in Marco Island, Florida and PRIVATE CLIENT SERVICES, LLC located in Inverness, Illinois.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Craig has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Trading individual securities
Financial planning
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes
Aliases
Craig George Jr Bolanos
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Craig George Bolanos JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 3, 2022 - Present
VESTGEN ADVISORS, LLC
Office #2: 1 North Franklin Suite 1850, Chicago, IL 60606RIA
CRD#: 318657
Marco Island, FL
Current
December 10, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 1605 West Colonial Parkway, Inverness, IL 60067Office #2: 2001 Butterfield Rd, Downers Grove, IL 60515RIA
BD
CRD#: 120222
Inverness, IL
Past
February 7, 2003 - December 11, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
INVERNESS, IL
Past
February 7, 2003 - December 11, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
INVERNESS, IL
Past
July 6, 1999 - February 7, 2003
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
OAK BROOK, IL
Past
May 21, 1998 - February 7, 2003
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
September 9, 1997 - May 22, 1998
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VESTGEN ADVISORS, LLC
ENNEA WEALTH SOLUTIONS | WEALTH MANAGMENT GROUP | WEALTH MANAGEMENT GROUP, L.L.C. | VESTGEN WEALTH PARTNERS | VESTGEN ST. CHARLES | VESTGEN SCHAUMBURG | VESTGEN OAK BROOK | VESTGEN NAPLES | VESTGEN NAPERVILLE | VESTGEN KIRKWOOD | VESTGEN KEY WEST | VESTGEN KANSAS CITY | VESTGEN INVERNESS & DOWNERS GROVE | VESTGEN GLEN ELLYN | VESTGEN EGG HARBOR | VESTGEN DOWNERS GROVE | VESTGEN CHICAGO | VESTGEN ADVISORS, LLC | VESTGEN ADVISORS | VESTGEN | VESTBRIDGE ADVISORS | OPTIMUM INVESTMENT ADVISORS | LANDMARK CAPITAL | FOUNTAIN WEALTH
CRD#: 318657 / SEC#: 801-123390
RIA
Registered Investment Advisory firm - (3/4/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(12/10/2024)
RR
Arizona(3/20/2025)
RR
California(3/13/2025)
RR
Colorado(12/10/2024)
RR
Connecticut(12/10/2024)
RR
District of Columbia(5/23/2025)
RR
Florida(12/10/2024)
IAR
Florida(5/16/2025)
RR
Georgia(12/10/2024)
IAR
Illinois(5/3/2022)
RR
Illinois(12/10/2024)
RR
Indiana(12/11/2024)
RR
Iowa(12/10/2024)
RR
Kansas(6/3/2025)
RR
Kentucky(12/10/2024)
RR
Michigan(12/10/2024)
RR
Minnesota(12/11/2024)
RR
Missouri(12/10/2024)
RR
Nebraska(6/3/2025)
RR
Nevada(12/10/2024)
RR
New Hampshire(6/3/2025)
RR
New Jersey(12/10/2024)
RR
New York(12/10/2024)
RR
Ohio(12/10/2024)
RR
Pennsylvania(12/10/2024)
RR
Rhode Island(12/10/2024)
RR
South Carolina(12/10/2024)
IAR
Texas(5/5/2023)
RR
Texas(12/10/2024)
RR
Virginia(12/10/2024)
RR
Washington(12/10/2024)
RR
Wisconsin(12/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VESTGEN ADVISORS, LLC
ENNEA WEALTH SOLUTIONS | WEALTH MANAGMENT GROUP | WEALTH MANAGEMENT GROUP, L.L.C. | VESTGEN WEALTH PARTNERS | VESTGEN ST. CHARLES | VESTGEN SCHAUMBURG | VESTGEN OAK BROOK | VESTGEN NAPLES | VESTGEN NAPERVILLE | VESTGEN KIRKWOOD | VESTGEN KEY WEST | VESTGEN KANSAS CITY | VESTGEN INVERNESS & DOWNERS GROVE | VESTGEN GLEN ELLYN | VESTGEN EGG HARBOR | VESTGEN DOWNERS GROVE | VESTGEN CHICAGO | VESTGEN ADVISORS, LLC | VESTGEN ADVISORS | VESTGEN | VESTBRIDGE ADVISORS | OPTIMUM INVESTMENT ADVISORS | LANDMARK CAPITAL | FOUNTAIN WEALTH
CRD#: 318657 / SEC#: 801-123390
RIA
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Contact information
Main Address
1 North Franklin Suite 1850, Chicago, IL 60606
Mailing Address
Phone number
(312) 237-4446
Established
Firm type
Fiscal year end
# of Employees
115
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,800 |
| AUM (Assets Under Management) | $ 3,470,310,102 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VESTGEN ADVISORS, LLC
Wealth AdvisorCRD#: 318657Marco Island, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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