John Zielinski is a CFA-designated registered investment advisor at Vestgen Advisors, LLC, based in Chicago, IL, with 20 years of industry experience. John 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
20 S. Clark, Suite 2130, Chicago, IL, 60603
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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.
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John manages three non-investment related LLCs: White Eagle Investment Properties in Illinois, Indiana, and Michigan. The Illinois and Indiana LLCs are farming operations, while the Michigan LLC is a non-income producing property.
Employment History
Current Registrations
Vestgen Advisors, LLC
Previous Registrations
Optimum Investment Advisors, LLC
William Blair & Company L.L.C.
Capital Guardian Trust Company
Neuberger Berman Management INC.
Neuberger Berman, LLC
State Registrations1 state
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.