Brendan
Donlevy
Vestgen Advisors, LLC
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About this Advisor
Brendan Donlevy is a financial advisor based in Barrington, Illinois, working with Vestgen Advisors, LLC. Brendan has previously held positions at Triad Advisors, Northwestern Mutual, Capital Forensics Inc, Uw-Whitewater, Mooney Lyons Financial, St Charles North Hs, Triad Hybrid Solutions, Osaic Wealth, Inc, Private Client Services, and Vestgen Advisors, LLC. Brendan has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Brendan is part of Vestgen Advisors, LLC, which operates out of Barrington, Illinois. The firm has 9 offices and 100 employees. Vestgen Advisors, LLC manages assets totaling $3.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Vestgen Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vestgen Advisors, LLC Brokerage Details
$3,470,310,102
100
9,800
$354,113
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brendan Donlevy Work History
Private Client Services
Vestgen Advisors, LLC
Osaic Wealth, Inc
Triad Advisors
Northwestern Mutual
Triad Hybrid Solutions
Capital Forensics Inc
Uw-Whitewater
Mooney Lyons Financial
Uw-Whitewater
St Charles North Hs
Disclosures
Please visit the SEC profile of Brendan Donlevy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vestgen Advisors, LLC
Palatine, IL
Chicago, IL
Kansas City, MO
Palatine, IL
Barrington, IL
Palatine, IL
Palatine, IL
Barrington, IL
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