William Blair & Company
47yrs
Top advisor by experience in Illinois
3yrs
Eric Mooney
Financial advisor at Vestgen Advisors
Eric Mooney is a fiduciary financial advisor in Chicago, Illinois, with 3 years in the industry. Eric joined Vestgen Advisors in 2024, after two years at Osaic Advisory Services. 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
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1 North Franklin Suite 1850, Chicago, IL 60606
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.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowVestgen Advisors, LLCCurrent firm
- May 2023 – Nov 2024Osaic Advisory Services, LLCPreviously
Contact Eric
Local office(312) 960-2515Ask for Eric. (312) 237-4446Main office 1 North Franklin Suite 1850Chicago, IL 60606Office · Get directions YouTube channelVestgen Advisors
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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
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About Eric
How do I contact Eric?
Call Eric’s local office at (312) 960-2515 or the Vestgen Advisors main office at (312) 237-4446, and ask for Eric Mooney.
How long has Eric been a financial advisor?
Eric has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Vestgen Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric 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.
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