Matthew J. Evans
VESTGEN ADVISORS | Financial Advisor
Naperville, IL 60563
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CRD#: 5762799
Professional summary
Matthew Joseph Evans, CFP® is a registered financial advisor currently at VESTGEN ADVISORS, LLC located in Naperville, Illinois and PRIVATE CLIENT SERVICES, LLC located in Naperville, Illinois.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Matthew has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60067. RIA. 160 hrs/mo; 8 during training hrs. 2) Mohns & Haller Inc. 2155 CityGate Ln, Suite 125, Naperville, IL 60563. Operating company thru which payroll and benefits are paid to employees. Employee. 1 hr/mo; 1 during trading hrs. Investment related. 3) Wisdom4Wealth, LLC. 2155 CityGate Lane, Suite 125, Naperville, IL 60563. Holding company for VestGen Wealth Partners shares. Passive shareholder. No duties. 0 hrs/mo. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Joseph Evans'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®
CFP®
Start date: 2017
Experience
Current
October 14, 2024 - Present
VESTGEN ADVISORS, LLC
Office #1: 2155 Citygate Lane Suite 125, Naperville, IL 60563RIA
CRD#: 318657
Naperville, IL
Current
October 14, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 2155 Citygate Lane, Suite 125, Naperville, IL 60563RIA
BD
CRD#: 120222
Naperville, IL
Past
June 12, 2017 - October 18, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
NAPERVILLE, IL
Past
June 5, 2017 - October 18, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
NAPERVILLE, IL
Past
April 6, 2016 - December 18, 2019
SECURA FINANCIAL
RIA
CRD#: 137324
ORANGE, CA
Past
March 21, 2016 - June 23, 2017
CROWN CAPITAL SECURITIES, L.P.
RIA
CRD#: 6312
ORANGE, CA
Past
March 18, 2016 - June 23, 2017
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
ORANGE, CA
Past
June 30, 2015 - March 15, 2016
MINISTRY PARTNERS SECURITIES, LLC
RIA
CRD#: 154349
BREA, CA
Past
June 29, 2015 - March 15, 2016
MINISTRY PARTNERS SECURITIES, LLC
BD
CRD#: 154349
BREA, CA
Past
May 11, 2011 - June 25, 2015
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
IRVINE, CA
Past
March 8, 2011 - June 25, 2015
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
IRVINE, CA
Past
June 9, 2010 - March 4, 2011
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
BANNOCKBURN, IL
Past
April 21, 2010 - March 4, 2011
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
BANNOCKBURN, 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
Arizona(1/6/2025)
RR
Colorado(10/14/2024)
RR
Georgia(10/14/2024)
RR
Illinois(10/14/2024)
IAR
Illinois(10/14/2024)
RR
Kentucky(10/14/2024)
IAR
Texas(10/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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 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
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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)
Regulatory assets under management
| Total Number of Accounts | 9,800 |
| AUM (Assets Under Management) | $ 3,470,310,102 |
Red Flags
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Company Information
VESTGEN ADVISORS, LLC
Financial AdvisorCRD#: 318657Naperville, IL 60563TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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