By Townhall Chicago News Staff
VestGen Wealth Partners is a wealth management firm with offices in Inverness and Downers Grove, Illinois. David J. Bolanos serves as the firm’s Managing Director and Wealth Advisor, a role he moved into in December 2024 after 17 years in independent wealth advisory work.
Bolanos entered the financial services industry in September 2006 as a financial services representative at New England Financial. He moved into independent advisory work in December 2007 at what was then called Wealth Management Group, where he spent the next 17 years working on investment management, estate planning and tax-sensitive wealth strategies before his promotion to Managing Director at VestGen.
Bolanos holds the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning and the Accredited Investment Fiduciary (AIF®) designation from Fi360. FINRA BrokerCheck’s professional designations field currently lists no designations for him, a gap attributable to Form U4 filing rather than to the designations themselves, which are listed on VestGen’s site and on his LinkedIn profile. He is a registered investment adviser with VestGen Advisors, LLC, which has been SEC-registered since May 2022, and a registered representative with Private Client Services, LLC, holding Series 7, 65, 63 and 6 securities licenses. He earned a bachelor’s degree from the University of Iowa; his major and graduation year are not specified in available records.
Since April 2020, Bolanos has hosted Building America on AM 560 The Answer, a Salem Media Group program built around interviews with entrepreneurs and small-business owners in the Midwest.
Credentials: AWMA® (College for Financial Planning) · AIF® (Fi360)
Securities: Series 7 · Series 65 · Series 63 · Series 6 · SIE | FINRA BrokerCheck CRD #5314554
Firm: VestGen Wealth Partners — Inverness & Downers Grove, IL | vestgen.com
Radio: Building America, AM 560 The Answer (Salem Media Group, since April 2020)
Education: University of Iowa (bachelor’s degree)
Advisory services offered through VestGen Advisors, LLC, a Registered Investment Advisor. Securities offered through Private Client Services, LLC, Member FINRA/SIPC. VestGen Advisors and Private Client Services are unaffiliated entities.
Sources: vestgen.com/david-bolanos · 560theanswer.com/personality/david-bolanos · linkedin.com/in/davidbolanos · FINRA BrokerCheck CRD #5314554 · SEC IARD adviserinfo.sec.gov/individual/summary/5314554
