Charles Kiker
Charles Kiker is a CFP-designated registered investment advisor at Vestgen Advisors, LLC, based in Glen Ellyn, IL, with 32 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 22,790 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee ranges up to a maximum of 2.5% of assets held in the account. Fees are negotiable at the firm's discretion based on criteria such as account size, asset types, and relationship history.
Fee Estimator
Location
799 Roosevelt Road, Building 4, Ste 301, Glen Ellyn, IL, 60137
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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
Charles is a partner (50%) at Esposito Kiker & Associates, managing the team, and also sells life, disability, long-term care, and fixed annuities. He also serves as a trustee for an Irrevocable Life Insurance Trust, managing correspondence related to the trust and its life insurance policies.
Employment History
Current Registrations
Private Client Services, LLCBroker
Vestgen Advisors, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ek&a
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
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.
Exams
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