David Andrew Vos

Current Employers

Employment History

• 04/2018 → 05/2024
  Creative Planning
  Overland Park, KS
• 03/2015 → 04/2018
  Unemployed
  North Kansas City, MO
• 05/2024 → Present
  Wcg Wealth Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2018-09-17 → 2024-05-28
  Creative Planning
  Leawood, KS
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS

Other Businesses

06/03/2024 - WCG Wealth Advisors, LLC - DBA: Metcalf Partners Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 06/03/2024- 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-06/2024. 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-17
• S63 Uniform Securities Agent State Law Examination
  1998-03-24

Other Names

• Andy Vos