Brendan Thomas Donlevy
Investment adviser representative at Vestgen Advisors, LLC
9 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
9 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 SolutionsDec 2021 to Sep 2024
- Triad AdvisorsDec 2021 to Aug 2024
- Northwestern MutualMay 2021 to Dec 2021
- Capital Forensics IncJun 2019 to May 2021
- Uw-whitewaterSep 2018 to Jun 2019
- Mooney Lyons FinancialApr 2018 to Sep 2018
- Uw-whitewaterSep 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 6958581
- Firm CRD
- 318657