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Ryan Keith Vest

Millington Financial Advisors, LLC

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About Ryan Keith Vest

Ryan Keith Vest is a financial advisor with Millington Financial Advisors, LLC. Ryan has been in the industry since 2007 and holds several licenses and certifications. Ryan works with individuals and businesses on their financial planning needs. Ryan specializes in helping clients with insurance, retirement planning, investment management, and estate planning.

Firm Information

Ryan Vest is currently registered with Millington Financial Advisors, LLC. Millington Financial Advisors, LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Millington Financial Advisors manages approximately $158.49 million in assets for 130 clients, primarily high-net-worth individuals and individuals other than high-net-worth.
Millington Financial Advisors, LLC

222 S. MILL STREET

NAPERVILLE, IL 60540

$158.49M

Assets Under Management

130

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Vest’s Registration & Firm History

IL

07/09/2019 - Present

Millington Financial Advisors, LLC (Downers Grove IL)

IL

07/22/2019 - 08/05/2024

MILLINGTON INVESTMENTS, LLC (NAPERVILLE IL)

IL

04/14/2017 - 07/25/2018

SENTINUS-HALO SECURITIES (CHICAGO IL)

IL

10/16/2007 - 02/21/2017

NYLIFE SECURITIES LLC (DOWNERS GROVE IL)

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Licenses & Designations

BOTH

Issued 10/03/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2016

Series 7 - General Securities Representative Examination

BC

Issued 10/13/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ryan Keith Vest. Review regulatory record here.
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