William Blair & Company
47yrs
Top advisor by experience in Illinois
45yrs
Based in Chicago, Illinois, Mark Johnson is a fiduciary financial advisor with 45 years of industry experience. Mark joined Vestgen Advisors in 2025, after 11 years at Optimum Investment Advisors and three years at SPC. Vestgen Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience45 years (since 1981)
How that compares ?Top advisor by experience at Vestgen Advisors
Office20 S. Clark Suite 2130, Chicago, IL 60603
FirmVestgen Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$292,479
Advisors at the firm54
States licensed ?1 state
Services through Vestgen Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowVestgen Advisors, LLCCurrent firm
- 2015 – 2025Optimum Investment Advisors, LLCPreviously
- 2012 – 2015SPCPreviously
- Feb 2010 – Feb 2012Morgan StanleyPreviously
- 2003 – 2007FA Asset Management Inc.Previously
Contact Mark
(312) 237-4446Vestgen Advisors main office 20 S. Clark Suite 2130Chicago, IL 60603Office · Get directions YouTube channelVestgen Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Vestgen Advisors at (312) 237-4446 and ask for Mark Johnson. Mark works from the Chicago, IL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1981, about 45 years. Top advisor by experience at Vestgen Advisors.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Vestgen Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cohen Capital
47yrs
Top advisor by experience at Cohen Capital
Oppenheimer & Co.
47yrs
Top 1% by experience in Chicago
Merrill
47yrs
Top 1% by experience in Chicago
William Blair & Company
47yrs
Top 1% by experience in Chicago
Morgan Stanley
47yrs
Top 1% by experience in Chicago