Bret James Mooney
Investment adviser representative at Vestgen Advisors, LLC
8 yearsExperience
3 statesRegistered in
ChFC®Designation
$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
8 years in the industry.
- Vestgen Advisors, LLCNov 2024 to now
- Private Client ServicesNov 2024 to now
- Mooney LyonsJan 2019 to now
- Osaic Wealth, Inc.Aug 2024 to Nov 2024
- Triad Hybrid SolutionsAug 2019 to Sep 2024
- Triad AdvisorsAug 2019 to Aug 2024
- LPL Financial LLCApr 2019 to Aug 2019
- Sequoia Wealth ManagementJan 2019 to Aug 2019
- Northwestern Mutual InternMay 2018 to Aug 2018
- Ferris State UniversityOct 2016 to Dec 2018
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6963921
- Firm CRD
- 318657