Thomas James Gruszka
Investment adviser representative at Vestgen Advisors, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Private Client ServicesDec 2024 to now
- Vestgen Advisors, LLCMay 2022 to now
- Wealth Management Group, LLCMay 2022 to now
- LPL Financial LLCMar 2018 to Dec 2024
- Sigma Financial CorporationSep 2014 to Mar 2018
- SpcSep 2014 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4159155
- Firm CRD
- 318657