Kirkwood, MO Office

Team
Updated today

Client AUM

$6,665,601,942

Clients

22,790

Advisors

2

Of 56 advisors across 22 offices

Location

142 West Monroe Avenue

Kirkwood MO 63122

Advisors at this office

2

Advisors at this office

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Michael M

CFP®, ChFC®, Series 63, Series 65

Kirkwood, MO

VestGen Advisors, LLC

Michael Moloney is a CFP® and ChFC® with 39 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and previously worked for Cambridge Investment Research Advisors, Inc. He serves on the board of the E. Walter Hausstette Charitable Foundation, which provides grants to organizations primarily in the St. Louis area. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for individual and high-net-worth clients. The firm offers 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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Nicholas W

Series 63, Series 66

Kirkwood, MO

VestGen Advisors, LLC

Nicholas Withington is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Scottrade. VestGen Advisors, LLC 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 discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, employing 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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