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JV

James R. Vande Logt

VESTGEN ADVISORS
Matthews, NC
Some features on this profile are disabled
CRD#: 4895611
JV

Professional summary

James Robert Vande Logt, CFP®, who also goes by James R Vande Logt, Jim Robert Vande Logt, James Robert Vandelogt, Jim Robert Vandelogt, is a registered financial advisor currently at VESTGEN ADVISORS, LLC located in Matthews, North Carolina and PRIVATE CLIENT SERVICES, LLC located in Downers Grove, Illinois.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. James has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?
Small Business Planning
Estate Planning
Retirement Planning
Tax Planning
Investment Planning
Insurance Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes

Aliases

James R Vande Logt | Jim Robert Vande Logt | James Robert Vandelogt | Jim Robert Vandelogt

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Vande Logt's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

October 17, 2024 - Present

VESTGEN ADVISORS, LLC

Office #2: 4912 Main St., Downers Grove, IL 60515
RIA
CRD#: 318657
Matthews, NC
Current

December 2, 2024 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 4912 Main St, Downers Grove, IL 60515
RIA
BD
CRD#: 120222
Downers Grove, IL
Past

November 25, 2024 - December 3, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
DOWNERS GROVE, IL
Past

November 14, 2019 - October 2, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
DOWNERS GROVE, IL
Past

November 14, 2019 - December 3, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
DOWNERS GROVE, IL
Past

May 9, 2013 - March 11, 2014

EFG ADVISORS, LLC

RIA
CRD#: 165196
SCHAUMBURG, IL
Past

July 17, 2012 - November 15, 2019

VALMARK ADVISERS, INC.

RIA
CRD#: 108050
SCHAUMBURG, IL
Past

July 16, 2012 - November 15, 2019

VALMARK SECURITIES, INC.

BD
CRD#: 31243
SCHAUMBURG, IL
Past

May 4, 2010 - July 19, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
SCHAUMBURG, IL
Past

April 30, 2010 - July 19, 2012

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
SCHAUMBURG, IL
Past

January 25, 2010 - May 3, 2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
CHICAGO, IL
Past

March 28, 2005 - May 3, 2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CHICAGO, IL

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
Arizona
(12/2/2024)
RR
California
(12/2/2024)
RR
Delaware
(12/2/2024)
RR
Florida
(12/2/2024)
RR
Georgia
(12/2/2024)
IAR
Illinois
(10/17/2024)
RR
Illinois
(12/2/2024)
RR
Indiana
(12/2/2024)
RR
Kentucky
(12/2/2024)
RR
Michigan
(12/2/2024)
RR
Minnesota
(12/2/2024)
RR
Nevada
(1/13/2025)
RR
New Jersey
(12/2/2024)
IAR
North Carolina
(10/17/2024)
RR
North Carolina
(12/2/2024)
RR
Pennsylvania
(3/31/2025)
IAR
Texas
(10/17/2024)
RR
Texas
(12/2/2024)
RR
Virginia
(9/2/2025)
RR
Wisconsin
(12/2/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/22/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/13/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/6/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/26/2005
Investment Company Products/Variable Contracts Representative Examination
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
Registered Investment Advisory firm - (3/4/2022 Approved)
PREMIUM
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VESTGEN ADVISORS - WRAP FEE BROCHURE (3/31/2025)
VGA - ADV FORM 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts9,800
AUM (Assets Under Management)$ 3,470,310,102

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VESTGEN ADVISORS, LLC

CRD#: 318657Matthews, NC

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Contact information

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xxxxx@xxxx.xxx

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