EM
EM

Eric Mooney

2 Years of Experience
BrokerSells Insurance
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
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Location

1 Executive Court, Suite #5, South Barrington, IL, 60010

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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.

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Other Business ActivitiesSells Insurance

Eric sells non-variable annuities and insurance products, dedicating a few hours per week. He also serves on the board of directors for a networking group and spends nearly full-time working for VestGen Advisors, LLC, a registered investment advisor.

Employment History
Current Registrations
Vestgen Advisors, LLC
November 2024 - Present · 1 yr 3 mos
Private Client Services, LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - November 2024 · 3 mos
Osaic Advisory Services, LLC
May 2023 - November 2024 · 1 yr 6 mos
Triad Advisors LLCBroker
December 2022 - August 2024 · 1 yr 8 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.