WealthGen Advisors, LLC is an independent, fee-only SEC-registered fiduciary wealth management firm and multi-family office located on North Gulfstream Avenue overlooking Sarasota Bay in Downtown Sarasota, Sarasota County, Florida. Founded and led by Principal and Chief Compliance Officer Kenneth John ("Ken") Hargreaves, CFP®, AIF®, AWMA®, CRPC® alongside Senior Wealth Advisor Tieler Gittleman, CFA®, CFP® and Financial Planning Specialist Jennifer L. Doak, CFP®, CWS®, the firm specializes in retirement cash-flow architecture, CFA®-managed portfolio construction, and tax mitigation for retirees and business owners across Sarasota, Longboat Key, Bird Key, and Siesta Key.
Official Verification Sources: SEC Investment Adviser Public Disclosure (WealthGen Advisors, LLC); SEC IAPD Individual Profile (Kenneth John Hargreaves, CFP®, AIF®, CRPC®); SEC IAPD Individual Profile (Tieler Gittleman, CFA®, CFP®); WealthGen Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-135441; WealthGen Advisors, LLC (CRD #306196) is an independent, fee-only SEC-registered fiduciary Investment Adviser located at 1239 N Gulfstream Ave, Sarasota, FL 34236.
Issuer: CFP Board / CFA Institute / Fi360 / SEC IAPD
Notes: Led by Founder & Principal Kenneth John ('Ken') Hargreaves, CFP®, AIF®, AWMA®, CRPC® (CRD #5495305), Senior Wealth Advisor Tieler Gittleman, CFA®, CFP® (CRD #6687433), and Financial Planning Specialist Jennifer L. Doak, CFP®, CWS® (CRD #5454850).
Factual details and direct answers about WealthGen Advisors, LLC's services, licensing, and credentials.
How is WealthGen Advisors in Downtown Sarasota registered with the SEC?
WealthGen Advisors, LLC is an independent, fee-only fiduciary Investment Adviser registered with the U.S. Securities and Exchange Commission under CRD #306196 and SEC File #801-135441.
What professional designations do the advisors at WealthGen Advisors hold?
The Sarasota advisory team includes Founder Ken Hargreaves, CFP®, AIF®, AWMA®, CRPC® (CRD #5495305), Senior Wealth Advisor Tieler Gittleman, CFA®, CFP® (CRD #6687433), and Financial Planning Specialist Jennifer L. Doak, CFP®, CWS® (CRD #5454850).
Where is WealthGen Advisors located in Sarasota?
The firm's Downtown Sarasota office is located along the bayfront at 1239 North Gulfstream Avenue, Sarasota, Florida 34236.
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