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Alissa Todd

Advisor at The Wealth Consulting Group

Updated today
The Wealth Consulting Group logo

Firm

The Wealth Consulting Group

Location

Las Vegas, NV 89148

Credentials

Series 66

Industry experience

9 years

Fee options

Percentage

$0 - $250,000: Negotiable, varies by advisor and client $250,000 - $500,000: Negotiable, varies by advisor and client $500,000+: Negotiable, varies by advisor and client

Commissions

Possible commissions and 12b-1 fees related to variable annuities and securities sales by advisor if also a registered representative.

Project-based

Hourly consulting fees for financial planning and consulting services; rates are negotiable and detailed in client agreement.

Subscriptions

Subscription-based financial planning services available; fees are flexible and detailed in Item 5.

Other

Account minimum: $1,000 (lowest stated minimum for advisory program enrollment) Fee-only: Advisory fees based on percentage of assets under management, negotiated by advisor and client, up to 2.0% annually maximum. Fees vary by program and client.

Work history

WCG Wealth Advisors, LLC

2018 - Present (8 years)

LPL Financial, LLC

2018 - Present (8 years)

LPL Financial, llc

2017 - 2018 (1 year)

The Wealth Consulting Group

2017 - 2018 (1 year)

LPL Financial, LLC

2016 - 2017 (1 year)

WCG Wealth Advisors, LLC

2016 - 2017 (1 year)

Morgan Stanley

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Artem R

Series 66

Henderson, NV

Fidelity

Artem Rusakov is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Artem's career in the financial services industry began in 2019 with Wells Fargo, where he worked as a Teller and Banker, followed by a position as a Personal Banker at Keybank from 2020 to 2021. Artem holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial services. He is committed to working with clients to develop customized financial plans that address their unique family needs and goals. Outside of his professional career, Artem enjoys comedy, movies, and skiing.

Wealth management Cash flow / budgeting

Todd H

Series 63, Series 66

Henderson, NV

Edward Jones

Retirement income strategy General retirement planning Wealth management

Paul B

Series 63, Series 65

Henderson, NV

Merrill

Paul Biafore is the Senior Resident Director at Merrill, where he provides personalized wealth management strategies tailored to clients' individual goals and aspirations. He works closely with clients to develop flexible financial plans that adapt to changing market conditions, offering access to Merrill's investment insights and Bank of America's banking and lending solutions. His client focus areas include college education planning, family wealth management, legacy planning, philanthropic planning, retirement income, and services for endowments, foundations, and non-profits. With a background that includes senior roles in the gaming industry and experience as a college basketball manager, Paul serves a diverse client base that includes C-suite executives, professional and college basketball coaches, retirees, and non-profit organizations. He collaborates with clients' CPAs, estate and tax attorneys to provide comprehensive strategies that address managing risk, creating legacies, and helping clients pursue long-term financial goals. As a qualified Portfolio Manager, he builds and manages customized investment strategies, which may include individual securities, Merrill model portfolios, and third-party strategies, sometimes managing portfolios on a discretionary basis. Paul earned a bachelor's degree in Business Management from the University of Nevada-Las Vegas, where he served as Senior Student Manager for the men's basketball team that won the 1990 NCAA Championship. He was honored as the 2011 Lee Business School Alumnus of the Year at UNLV. Additionally, Paul holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He supports community organizations such as the National Youth Sports Organization and the UNLV College of Business. Outside of work, his interests include basketball, golfing, music, traveling, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Executive Approaching retirement Retired Mid-Career Professionals

Sarah B

Series 66

Henderson, NV

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Doctor or Medical Professional

Mark V

Series 63, Series 65

Henderson, NV

Merrill

Mark Ventresco is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management. He has more than 30 years of experience advising business owners, executives, retirees, and multi-generational families on significant financial decisions such as transferring or selling a business, optimizing executive compensation, tax-minimization strategies, and legacy planning. Mark and his team focus on providing a customized and coordinated approach that addresses the complexities of significant wealth, allowing clients to concentrate on their personal and professional priorities. Mark has worked in financial services since 1993 and joined Merrill Lynch Wealth Management in 2013. He holds an M.B.A. in business management from Pepperdine University, where his capstone project focused on transition planning for privately held business owners. His professional designations include Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), and Certified Plan Fiduciary Advisor (CPFA). He is also a member of the Graziadio Alumni Network and the Pepperdine University Alumni Association. Outside of his professional role, Mark enjoys renovating homes, classic cars, and rock and roll. He and his wife Amy have one daughter, Lauren.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Executive Mid-Career Professionals Established Professionals

Jeramy W

CFP®, Series 66

Las Vegas, NV

Edward Jones

Business exit / sale strategy Divorce financial planning General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Military & Veterans
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