Keith Brian Mooney
Investment adviser representative at Vestgen Advisors, LLC
15 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$6.7BFirm assets
Are you Keith Brian Mooney? Claim your profile
Contact this firm
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
15 years in the industry.
- Vestgen Advisors, LLCNov 2024 to now
- Private Client ServicesNov 2024 to now
- Osaic Wealth, Inc.Aug 2024 to Nov 2024
- Triad Hybrid SolutionsAug 2019 to Sep 2024
- Triad AdvisorsAug 2019 to Aug 2024
- Sequioa Wealth Management, LLCDec 2014 to Aug 2019
- LPL Financial, LLCSep 2009 to Aug 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, 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
- 2562218
- Firm CRD
- 318657