Kevin Edward Looser

Vestgen Advisors, LLC

33 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Vestgen Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

52 advisors

Number of Clients

9,453 clients

Average Client Portfolio

$367K average

Assets Under Management

$3.5B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

Lakeview, OH

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

June 2018

Final

Employment Separation After Allegations

September 2017

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kevin is an independent life and health insurance agent, spending about 10-20% of his time on this activity. He also facilitates a web-based counseling platform and developed an app for interpretation services, dedicating about 10-20% of his time to this non-investment related activity.