Michael Moloney
Michael Moloney is a CFP, ChFC-designated registered investment advisor at Vestgen Advisors, LLC, based in Kirkwood, MO, with 39 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,453 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VestGen Advisors charges a percentage of your portfolio annually for investment management. The exact percentage can vary up to a maximum of 2.5%, depending on factors like your relationship with the firm, the types of assets in your account, and the amount you invest. Fees are typically billed quarterly in advance, but may be billed in arrears in some cases. VestGen may also recommend third-party managers to manage your portfolio.
Location
142 West Monroe, Kirkwood, MO, 63122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an independent insurance agent for various insurance companies. He also serves as a board member/executive director for the e. walter hausspette foundation, dedicating minimal time, and as an advisory representative of a RIA (CIRA), taking nearly full-time hours. Additionally, Michael owns Big Sky Holdings LLC, a commercial property, spending minimal time on it.
Employment History
Current Registrations
Private Client Services, LLCBroker
Vestgen Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Universal Financial Planning Consultants, INC.
LPL Financial LLCBroker
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
MML Investors Services, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.