Timothy Scott Mohns
Investment adviser representative at Vestgen Advisors, LLC
28 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$6.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Vestgen Advisors, LLCOct 2024 to now
- Private Client ServicesOct 2024 to now
- Fountain Wealth ManagementOct 2021 to now
- Wisdom for Wealth, IncJan 2020 to now
- Windy PressApr 2012 to now
- Mohns & Haller, Inc.Dec 2009 to now
- Raymond James Financial Services Advisors, IncJan 2009 to Oct 2024
- Raymond James Financial Services, Inc.Nov 1998 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, IN, TX).
Vestgen Advisors, LLC
$6.7BAssets managed
22,790Clients
58Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2283719
- Firm CRD
- 318657