Craig George Bolanos
Investment adviser representative at Vestgen Advisors, LLC
23 yearsExperience
3 statesRegistered in
$6.7BFirm assets
4 yearsFirm in business
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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
23 years in the industry.
- Private Client ServicesDec 2024 to now
- Vestgen Advisors, LLCMay 2022 to now
- Wealth Management Group, L.L.C.May 2022 to now
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Feb 2003 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
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
- 2932092
- Firm CRD
- 318657