Grant Bolender

CRD#: 7502612

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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Grant Bolender was a registered financial professional .

Grant is a previously registered financial professional and started their career in finance in 2023. Grant had worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 10, 2025 - June 4, 2026

VESTGEN ADVISORS, LLC

RIA

CRD#: 318657

S. Barrington, IL

Past

November 1, 2024 - June 4, 2026

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

South Barrington, IL

Past

August 23, 2024 - November 20, 2024

OSAIC WEALTH, INC.

CRD#: 23131

South Barrington, IL

Past

July 9, 2024 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

South Barrington, IL

Past

October 16, 2023 - June 4, 2024

EQUITABLE ADVISORS, LLC

CRD#: 6627

DEERFIELD, IL

Past

March 24, 2023 - July 19, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 3/10/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/2/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/27/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 3/24/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 11/18/2022

Securities Industry Essentials 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

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)

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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Advisor Monitoring

Firm Stability Insights

Grant Bolender

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

EQUITABLE ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

VESTGEN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2025

Series 63

Date: 6/2/2023

Series 7TO

Date: 2/27/2024

Series 6TO

Date: 3/24/2023

SIE

Date: 11/18/2022

Current Firm

VESTGEN ADVISORS, LLC

Contact information

SEC notice filing (35 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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