Advisor at The Wealth Consulting Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Wealth Consulting Group
Location
Ottawa, KS 66067
Credentials
CFP®, Series 66
Industry experience
9 years
$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
Possible commissions and 12b-1 fees related to variable annuities and securities sales by advisor if also a registered representative.
Hourly consulting fees for financial planning and consulting services; rates are negotiable and detailed in client agreement.
Subscription-based financial planning services available; fees are flexible and detailed in Item 5.
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.
WCG Wealth Advisors, LLC
2023 - Present (3 years)
LPL Financial, LLC
2017 - 2025 (8 years)
V Wealth Advisors LLC
2017 - 2023 (6 years)
Various Insurance Carriers For W&R Insurance Agencies
2016 - 2017 (1 year)
Waddell & Reed Inc
2016 - 2017 (1 year)
Hope For Ghana Corp.
2015 - 2017 (2 years)
Optiv Security
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Ottawa, KS
Edward Jones
Series 66
Baldwin City, KS
Edward Jones
Series 66
Ottawa, KS
Edward Jones
Series 63, Series 66
Ottawa, KS
Edward Jones
Series 65
Ottawa, KS
The Wealth Consulting Group
Series 65, Series 66
Baldwin City, KS
AE Wealth Management, LLC
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