Aaron Steven Herwig

Current Employers

Employment History

• 03/2012 → 11/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Leawood, KS
• 03/2012 → 11/2017
  Waddell & Reed, Inc
  Leawood, KS
• 06/2014 → 11/2017
  Jch Partners, Inc
  Leawood, KS
• 02/2017 → 11/2017
  H2 Tax Services Llc
  Leawood, KS
• 11/2017 → 12/2023
  V Wealth Advisors Llc
  Overland Park, KS
• 11/2017 → Present
  Lpl Financial, Llc
  Overland Park, KS
• 07/2023 → Present
  Wcg Wealth Advisors, Llc
  Leawood, KS

Previous Registrations

• 2017-11-15 → 2023-12-31
  V Wealth Advisors Llc
  Overland Park, KS
• 2012-03-14 → 2017-11-21
  Waddell & Reed
  Shawnee, KS
  Edmond, OK
• 2009-10-05 → 2012-03-19
  Ameriprise Financial Services, Llc
  Overland Park, KS
  Leawood, KS
• 2004-10-22 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Overland Park, KS
  Overland Park, KS
• 2001-09-04 → 2004-11-18
  Wells Fargo Clearing Services, Llc
  Overland Park, KS

Other Businesses

1. 11/16/2017 - H2 TAX SERVICES/ TAX PREP, ACCOUNTING, CPA/ 3%/ LEAWOOD, KS 2. 11/16/2017 - JCH PARTNERS, INC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 2%/ LEAWOOD, KS 3. 11/21/2017 - V Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 09/26/2017 - 104 Hours Per Month/8 Hours During Securities Trading - Time Spent 65% - I provide investment advisory services through V Wealth Advisors, LLC , an independent investment advisor firm. I started this business activity in 11/2017. I expect to spend approximately 104 hours per month on this activity. Please see the advisory firms 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. 4. 1/12/2018 - V Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/16/2017 - 160 Hours Per Month During Securities Trading. 5. 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 07/14/2023 - 40 Hours Per Month/32 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 40 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. 6. 7/25/2023 - V Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 07/14/2023 - 160 Hours Per Month/160 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 160 hours per month on this activity. Please see the advisory firm's Form ADV for more... 7. 9/21/2023: WCG Wealth Advisors, LLC; At Reported Business Location(s); Registered Investment Advisor Hybrid; IAR; Inv. related; start date 9/25/2023; 160hrs/mo. during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more... 8. 9/29/2023: Gen4 Wealth Advisors; At Reported Business Location(s); Non-Variable Insurance; Inv. related; start date 9/25/2023; 5hrs/mo. during trading. 9. 10/6/2023: WCG Wealth Advisors, LLC; DBA: Gen4 Wealth Advisors; At Reported Business Location(s); Registered Investment Advisor DBA; IAR; Inv. related; start date 9/25/2023; 160hrs/mo. during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more... 10. 03/14/2024 - Gen4 Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/25/2023 - 160 Hours Per Month/ During Trading 11. 11/21/2025 - Aaron Herwig - Other - Notary- State of Kansas - Not Investment Related - At Reported Business Location(s) - Start Date 10/15/2025 - 1 hour per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-28
• S63 Uniform Securities Agent State Law Examination
  2000-12-20

Other Names

• Aaron Steven Herwig
• Aaron S Herwig
• Aaron Herwig