Charles Keith Kiker
Advisor at VestGen Advisors, LLC — Glen Ellyn, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
32 years
Location
Glen Ellyn, IL 60137
VestGen Advisors, LLC
Multi-team
Charles Kiker is a CFP® with 32 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC. He previously worked at Commonwealth Financial Network for 10 years and has been involved with Ek&A for over two decades. Outside of his advisory role, he owns a business that sells life, disability, long-term care insurance, and fixed annuities, and he serves as a trustee for an irrevocable life insurance trust. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with a range of investment management, financial planning, and retirement plan services, utilizing a combination of client-specific goal setting and various analytical methods.
Based on VestGen Advisors, LLC
Based on VestGen Advisors, LLC
Financial planning fees may also be charged as flat fees based on complexity; exact fees provided in Financial Planning Agreement.
Up to 2.5% annually (maximum; actual fees may be negotiated lower based on various criteria)
Certain Advisors who are also registered representatives may earn commissions from brokerage transactions through PCS or WEG; commissions not earned on advisory accounts.
Financial planning fees typically charged hourly.
Fee-only: Financial planning fees typically charged hourly or flat rate; fees may be waived if plan implemented through VGA.
Glen Ellyn, IL
799 Roosevelt Road, Building 4, Ste 301
Glen Ellyn IL 60137
Advisors at this office
2
Illinois
32 years of industry experience
VestGen Advisors, LLC
2024 - Present • 2 years
Glen Ellyn, IL
Private Client Services
2024 - Present • 2 years
Glen Ellyn, IL
Commonwealth Financial Network
2014 - 2024 • 10 years
Waltham, MA
Ek&A
2001 - Present • 25 years
Glen Ellyn, IL
Mass Mutual Investors Services
1999 - 2014 • 15 years
Glen Ellyn, IL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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