Robert C. Greulich

VESTGEN ADVISORS

Oak Brook, IL 60523

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CRD#: 737124

Professional summary

Robert Charles Greulich, who also goes by Bob Greulich, is a registered financial advisor currently at VESTGEN ADVISORS, LLC located in Oak Brook, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 62, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Greulich

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) OneDigital, Investment Adviser Representative, Oak Brook, IL, investment related, 80 hours per month, 80 hours during trading hours. IAR will retain dual registration with OneDigital and VestGen for a transitional period of time. 2 Osaic Wealth, Inc., investment related, Oak Brook, IL, 20 hours per month, 20 hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Greulich'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 22, 2025 - Present

VESTGEN ADVISORS, LLC

Office #1: 800 Enterprise Drive Suite 128, Oak Brook, IL 60523

RIA

CRD#: 318657

Oak Brook, IL

Past

August 23, 2024 - October 23, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Oak Brook, IL

Past

October 15, 2020 - October 8, 2025

ONEDIGITAL

RIA

CRD#: 106766

Oak Brook, IL

Past

October 1, 2020 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Oak Brook, IL

Past

April 22, 2010 - October 2, 2020

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

OAK BROOK, IL

Past

April 22, 2010 - October 2, 2020

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

OAK BROOK, IL

Past

November 24, 1999 - April 27, 2010

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

OAK BROOK, IL

Past

November 26, 1981 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

November 26, 1981 - April 27, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

OAK BROOK, 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.

Highlighted states indicate IAR registrations

IAR

Illinois
(8/22/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/13/1991

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: 7/20/1999

General Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 3/23/1994

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 22

Date: 5/26/1993

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 11/24/1981

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/24/1994

General Securities Principal Examination

Current Firm

VESTGEN ADVISORS, LLC

CRD#: 318657 / SEC#: 801-123390

RIA

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

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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)

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.

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Firm Stability Insights

Robert C. Greulich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Greulich's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

ONEDIGITAL

TRIAD ADVISORS LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

VESTGEN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/1998

Series 63

Date: 11/13/1991

SIE

Date: 10/1/2018

Series 7

Date: 7/20/1999

Series 62

Date: 3/23/1994

Series 22

Date: 5/26/1993

Series 6

Date: 11/24/1981

Series 24

Date: 5/24/1994

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

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