Scott Michael Sheldon
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, LLCJun 2025 to now
- UnemployedMay 2025 to Jun 2025
- Retirement Solutions GroupApr 2022 to Apr 2025
- Rsg InvestmentsApr 2022 to Apr 2025
- Ae Wealth Management LLCApr 2022 to Oct 2022
- Edward JonesSep 2019 to Mar 2022
- Rsm US LLPNov 2016 to Sep 2019
- UnemployedMay 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7174235
- Firm CRD
- 318657