Erik Gutierrez
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.
- Vestgen Advisors, LLCSep 2024 to now
- Lake Street FinancialJun 2022 to Sep 2024
- UnemployedNov 2021 to Jun 2022
- Ntn Bearing CorporationNov 2011 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7566851
- Firm CRD
- 318657