Robert Greulich
Robert Greulich is a registered investment advisor at Vestgen Advisors, LLC, based in Oak Brook, IL, with 44 years of industry experience. Robert 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
800 Enterprise Drive, Suite 128, Oak Brook, IL, 60523
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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
Robert works as an investment advisor at Resources Investment Advisors, dedicating full-time hours to sales and service of corporate and individual retirement plans. He is also a managing member of The Pinnacle Planning Group, LLC, and spends a few hours per week on sales and service of life, annuities, health, and disability insurance.
Employment History
Current Registrations
Vestgen Advisors, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Onedigital
Triad Advisors LLCBroker
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.