Michael Joseph Woitkoski

Employer firm

The Wealth Consulting Group CRD 173194

$6.28B regulatory AUM 325 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → Present
  Lpl Financial, Llc
  San Diego, CA
• 11/2014 → Present
  Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group)
  San Diego, CA

Previous Registrations

• 2007-06-25 → 2014-12-08
  New England Securities
  San Diego, CA

Other Businesses

1. 11/25/2014 - THE WEALTH CONSULTING GROUP/ NON-VARIABLE INSURANCE/ 100%/ SAN DIEGO, CA 2. 11/25/2014 - THE WEALTH CONSULTING GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 100%/ SAN DIEGO, CA 3. 12/08/2014 - WCG WEALTH ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR - THE WEALTH CONSULTING GROUP - SAN DIEGO, CA 4. 12/08/2014 - WCG WEALTH ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR DBA - THE WEALTH CONSULTING GROUP - SAN DIEGO, CA. 5. 3/20/2017 - WCG SD, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/02/2015 - 1 Hour Per Month During Securities Trading. 6. 6/25/2020 - Zimmskli LLC - Investment Related - Coachella, CA 92236 - Real Estate Rental - Started 04/01/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Bought a property to use as a short term rental in Coachella, CA. 7. 6/29/2020 - Michael Woitkoski Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2020 - 160 Hours Per Month During Securities Trading. 8. 3/31/2021 - Legal Shield - Not Investment Related - Home Based - Other-Legal Shiled - Start Date: 04/01/2021 - 8 Hours Per Month/0 Hours During Securities Trading - Offering access to the Legal Shileld app, which would allow purchasers to have 24/7 access to a lawyer for any of their legal needs. 9. 08/18/2022 - Bayview Beach LLC - Investment Related - Pittsfield MA 01201 - Real Estate Rental - Start Date - 08/26/2022 - 2 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-20
• S63 Uniform Securities Agent State Law Examination
  1997-06-06