GB
GB

Grant Bolender

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
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
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Location

1605 West Colonial Parkway, Inverness, IL, 60067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Grant is involved in several business activities. He helps clients identify annuity and insurance needs, spending a few hours per week on this. Grant also works full-time as a Registered Investment Advisor at VestGen Advisors, LLC, providing financial planning services, and is a Registered Representative with Private Client Services.

Employment History
Current Registrations
Vestgen Advisors, LLC
March 2025 - Present · 11 mos
Private Client Services, LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - November 2024 · 3 mos
Triad Advisors LLCBroker
July 2024 - August 2024 · 1 mo
Equitable Advisors, LLCBroker
October 2023 - June 2024 · 8 mos
Northwestern Mutual Investment Services, LLCBroker
March 2023 - July 2023 · 4 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.