BA
BA

Brian M Michael Ahern

24 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
9,453 clients
Average Client Portfolio
$367K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Loading...

Location

1901 Butterfield Road, Suite 100, Downers Grove, IL, 60515

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brian is an owner of The LAT Group, a support company for his RJFS business, since 2021. He spends about half his time managing client assets and retirement planning through this business.

Employment History
Current Registrations
Private Client Services, LLCBroker
October 2025 - Present · 4 mos
Vestgen Advisors, LLC
October 2025 - Present · 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2020 - October 2025 · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
September 2020 - October 2025 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2012 - September 2020 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2012 - September 2020 · 8 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2012 · 3 yrs
Morgan Stanley Smith Barney LLC
June 2009 - June 2012 · 3 yrs
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2005 - April 2007 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
June 2005 - April 2007 · 1 yr 10 mos
Raymond James Financial Services
January 2002 - June 2005 · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
October 2001 - June 2005 · 3 yrs 8 mos
Wma Securities, INC.Broker
September 2001 - October 2001 · 1 mo
State Registrations8 states
AZCAFLILINMNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.