Timothy Bernard Woods
Investment adviser representative at Vestgen Advisors, LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Private Client ServicesOct 2024 to now
- Vestgen Securities, LLCOct 2024 to now
- Vestgen Advisors, LLCSep 2024 to now
- Vestgen Wealth Partners LLCMay 2024 to now
- William BlairFeb 2022 to Apr 2024
- Cabot Lodge Securities LLCJul 2021 to Feb 2022
- Cl Wealth Management LLCJul 2021 to Feb 2022
- Wentworth Management ServicesJul 2021 to Feb 2022
- UnemployedApr 2020 to Jul 2021
- Hightower Advisors, LLCMay 2011 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
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
- 4428777
- Firm CRD
- 318657