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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-19 |
| KS | RA | APPROVED | 2023-07-14 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
3639 Sw Summerfield Dr Suite B, Topeka, KS 66614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D/B/A First Financial Planners | Topeka | KS | 11/1993 | Present |
| Lpl Financial Llc | Topeka | KS | 09/2009 | Present |
| Reinert Wealth Management | Topeka | KS | 07/2009 | Present |
| V Wealth Advisors Llc | Overland Park | KS | 06/2021 | 12/2023 |
| Wcg Wealth Advisors, Llc | Topeka | KS | 07/2023 | Present |
1. 9/6/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-variable Insurance-trails only - Started 01/01/1993 - 0 Hours Per Month - Receive trail income from old fixed insurance products sold prior to LPL affiliation from Rorher & Assoc and Target Insurance, GA's. 2. 07/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 07/14/2023 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. I expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 07/14/2023 - WCG Wealth Advisors, LLC - DBA: Reinert Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 0714/2023- 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-07/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 07/27/2023 - Reinert Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/01/2021 - 160 Hours Per Month/ 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-06-02 |
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