Ryan
Vest

Millington Financial Advisors, LLC

CRD#5403578
Investment Advisor
in Downers Grove, IL

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About this Advisor

Ryan Vest is a financial advisor who works in Downers Grove, Illinois, with a total of 4 years of relevant experience. Vest is an advisor for Millington Financial Advisors, LLC. Throughout their career, Vest has worked at New York Life Ins Company, Nylife Securities LLC, Fusion Financial Services, Inc, Eagle Strategies LLC, Sentinus, LLC, Sentinus Securities LLC and Homeside Financial, LLC. Vest maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in Illinois. Millington Financial Advisors, LLC is a financial advisory firm based out of Naperville, IL. It administers $127 million in assets under management among its 139 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 139 accounts, 51% belong to high-net-worth individuals who have at least $1 million in assets. Millington Financial Advisors, LLC has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules usually vary depending on the type of financial services. However, fees charged by Millington Financial Advisors, LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1323 Butterfield Road
Downers Grove, IL 60515

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Millington Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$126,630,310

IL Average: $6,674,516,078
Total Number of Employees

4

IL Average: 44
Total Number of Accounts

139

IL Average: 2,564
Average Account Size

$911,009

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Ryan Vest Work History

Ryan has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Homeside Financial, LLC

2017 - 2018 (1 year)

Sentinus, LLC

2017 - 2018 (1 year)

Sentinus Securities LLC

2016 - 2017 (1 year)

Eagle Strategies LLC

2012 - 2017 (5 years)

Fusion Financial Services, Inc

2007 - 2017 (10 years)

New York Life Ins Company

2007 - 2017 (10 years)

Nylife Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Vest to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Millington Financial Advisors, LLC

Charles Millington
Naperville, IL
Ryan Vest
Downers Grove, IL
Charles Millington
Naperville, IL
David Krist
Naperville, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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