AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RB

Robert M. Bondiman

VESTGEN ADVISORS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 5509294
RB

Professional summary

Robert Michael Bondiman, who also goes by Robert M Bondiman, Robert Michael Bondiman, is a registered financial advisor currently at VESTGEN ADVISORS, LLC located in Chicago, Illinois and PRIVATE CLIENT SERVICES, LLC located in Chicago, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Robert has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert M Bondiman | Robert Michael Bondiman

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.
Private Client Services. Chicago, IL. FINRA Broker Dealer. 5 hrs/mo; 5 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Bondiman'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®
None

Experience

Current

August 12, 2025 - Present

VESTGEN ADVISORS, LLC

Office #1: One North Franklin 20th Floor, Chicago, IL 60606
RIA
CRD#: 318657
Chicago, IL
Current

August 5, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1 North Franklin, Suite 1850, Chicago, IL 60606
RIA
BD
CRD#: 120222
Chicago, IL
Past

January 9, 2023 - July 23, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
BENSENVILLE, IL
Past

January 9, 2023 - July 23, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BENSENVILLE, IL
Past

October 5, 2021 - December 22, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
NAPERVILLE, IL
Past

September 28, 2021 - December 21, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NAPERVILLE, IL
Past

April 17, 2015 - September 12, 2021

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Wheaton, IL
Past

April 17, 2015 - September 12, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Wheaton, IL
Past

April 15, 2014 - April 21, 2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
WHEATON, IL
Past

April 15, 2014 - April 21, 2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
WHEATON, IL
Past

August 3, 2009 - March 25, 2014

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SCHAUMBURG, IL
Past

July 15, 2008 - March 24, 2014

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SCHAUMBURG, 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 OAK BROOK | VESTGEN NAPLES | VESTGEN NAPERVILLE | 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
Illinois
(8/5/2025)
IAR
Illinois
(8/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/10/2008
Uniform Combined 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: 7/14/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/9/2018
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/15/2018
General Securities Sales Supervisor - Options Module 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 OAK BROOK | VESTGEN NAPLES | VESTGEN NAPERVILLE | 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)
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)

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#: 318657Chicago, IL 60606

TRUST BUT VERIFY

Monitor Robert Bondiman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
LP
Louis PasterAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Chicago, IL
JV
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
Chicago, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics