GB
Grant Bolender
VESTGEN ADVISORS
South Barrington, IL 60010
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CRD#: 7502612
GB
Professional summary
Grant Bolender is a registered financial advisor currently at VESTGEN ADVISORS, LLC located in South Barrington, Illinois and PRIVATE CLIENT SERVICES, LLC located in South Barrington, Illinois.
Grant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Grant has 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"?
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) Non-Variable Annuities & Insurance Products/Insurance License. 1 Executive Court, Suite #5, South Barrington, IL 60010. Helping identify annuity/insurance needs and products that fit those needs, prepping applications and servicing. 5 hrs/mo; 5 during trading hrs. Not investment related. 2) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60057. Registered Investment Advisor. Financial Planning. 160 hrs/mo; 130 during trading hrs. Investment related. 3) Private Client Services, investment related. Registered Representative, South Barrington IL 60010
CRS (Client Relationship Summary) - RIA
Click below to view Grant Bolender'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®
NoneExperience
Current
March 10, 2025 - Present
VESTGEN ADVISORS, LLC
Office #1: 1 Executive Court Suite 5, South Barrington, IL 60010RIA
CRD#: 318657
South Barrington, IL
Current
November 1, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 1 Executive Court, Suite #5, South Barrington, IL 60010RIA
BD
CRD#: 120222
South Barrington, IL
Past
August 23, 2024 - November 20, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
South Barrington, IL
Past
July 9, 2024 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
South Barrington, IL
Past
October 16, 2023 - June 4, 2024
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
DEERFIELD, IL
Past
March 24, 2023 - July 19, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
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".
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(11/1/2024)
IAR
Illinois(3/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/27/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 3/24/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VESTGEN ADVISORS, LLC
CRD#: 318657South Barrington, IL 60010TRUST BUT VERIFY
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