Chicago, IL One North Franklin Street Office

Team
Updated today

Client AUM

$6,665,601,942

Clients

22,790

Advisors

4

Of 56 advisors across 22 offices

Location

One North Franklin Street, Suite 1850

Chicago IL 60606

Advisors at this office

4

Advisors at this office

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James T

Series 63, Series 65, Series 66

Chicago, IL

VestGen Advisors, LLC

James Thornton is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Merrill Lynch, Bank of America, and Raymond James Financial Services. Outside of his advisory role, he serves as a coach for the NFL, focusing on field compliance. 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 through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy Founder/Business Owner Executive
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Jeff L

Series 66

Chicago, IL

VestGen Advisors, LLC

Jeff Lesniewicz is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He previously worked at Raymond James Financial Services and Bank of America, among other firms. Lesniewicz serves as Chairman of the Board of Directors for The Athlete Collective Inc. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering a range of investment management and financial planning services that incorporate multiple analytical methods and may include third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy Founder/Business Owner Executive
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Robert B

Series 66

Chicago, IL

VestGen Advisors, LLC

Robert Bondiman is a financial advisor with VestGen Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has worked at J.P. Morgan Securities, Fidelity Investments, and Massachusetts Mutual Life Insurance Co. His current role includes Private Client Services in Chicago. VestGen Advisors is an SEC-registered investment adviser managing approximately $6.66 billion for nearly 22,790 clients. The firm offers a range of investment management and retirement plan services, utilizing a combination of fundamental, technical, and quantitative analysis tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy Founder/Business Owner Executive
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Brian M A

ChFC®, Series 66

Chicago, IL

VestGen Advisors, LLC

Brian M. Ahern is a ChFC® credentialed financial advisor with 25 years of industry experience. He is currently with VestGen Advisors, LLC and has prior experience at The LAT Group, Raymond James Financial Services, and Merrill. Based in Chicago, IL, he has held various roles in both advisory and private client services. VestGen Advisors, LLC manages approximately $6.66 billion for about 22,790 clients through 53 advisors, offering a range of investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a client-specific strategy development process that incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory and serves a diverse client base including institutional investors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy Founder/Business Owner Executive
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