Wealthgen Advisors, LLC

Wealthgen Advisors, LLC (CRD# 306196) is a financial advisory firm headquartered in Sarasota, FL. They manage $59,200,000 in 552 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
650 Central Ave., Suite 1, Sarasota, FL 34236
https://www.linkedin.com/in/ken-hargreaves-cfp®-awma®-crpc®-aif®-11068513/
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $107,246
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, TX

Financial Advisors at Wealthgen Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth Hargreaves, financial advisor Sarasota FL
Kenneth J. Hargreaves
CRD#: 5495305
650 Central Ave., Suite 1, Sarasota, FL 34236

Kenneth Hargreaves (CRD# 5495305) is an Investment Advisor Representative working at Wealthgen Advisors, LLC in Sarasota, FL and has over 15 years of experience in the finance industry.

2
Richard Rayles, financial advisor Sarasota FL
Richard A. Rayles
CRD#: 7820684
650 Central Ave., Suite 1, Sarasota, FL 34236

Richard Rayles (CRD# 7820684) is an Investment Advisor Representative working at Wealthgen Advisors, LLC in Sarasota, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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