James R. Vande Logt

VESTGEN ADVISORS

Matthews, NC

Some features on this profile are disabled

CRD#: 4895611

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.

1) BDJV Properties, LLC. 4912 Main St, Downers Grove, IL 60515. Office building. Property manager. 2 hrs/mo; 0 during trading hrs. Not investment related. 2) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. 175 hrs/mo; 170 during trading hrs. 3) VestGen Wealth Partners Holdings, Chicago IL, Financial Services Holding Company, investment related, Co Founder and Member, w hrs/mo, 0 during trading hours.

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

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

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.

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.

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

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".

VESTGEN ADVISORS, LLC

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.

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

Arizona
(12/2/2024)

California
(12/2/2024)

Delaware
(12/2/2024)

Florida
(12/2/2024)

Georgia
(12/2/2024)

IAR

Illinois
(10/17/2024)

Illinois
(12/2/2024)

Indiana
(12/2/2024)

Kentucky
(12/2/2024)

Michigan
(12/2/2024)

Minnesota
(12/2/2024)

Nevada
(1/13/2025)

New Jersey
(12/2/2024)

IAR

North Carolina
(10/17/2024)

North Carolina
(12/2/2024)

Pennsylvania
(3/31/2025)

IAR

Texas
(10/17/2024)

Texas
(12/2/2024)

Virginia
(9/2/2025)

Wisconsin
(12/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/22/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/13/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/26/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

VESTGEN ADVISORS, LLC

CRD#: 318657 / SEC#: 801-123390

RIA

Registered Investment Advisory firm - (3/4/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1605 West Colonial Parkway, Inverness, IL 60067

Mailing Address

Phone number

(312) 237-4446

Established

Firm type

Fiscal year end

# of Employees

115

SEC notice filing (23 States and Territories)

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 Accounts	9,800
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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

James R. Vande Logt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EFG ADVISORS, LLC

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

VESTGEN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/22/2010

Series 63

Date: 8/13/2005

SIE

Date: 10/1/2018

Series 7

Date: 8/6/2010

Series 6

Date: 3/26/2005

FINRA

Current Firm

VESTGEN ADVISORS, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VESTGEN ADVISORS, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors