Clinton Edward Akerberg

Current Employers

Employment History

• 06/2010 → 09/2016
  Vsr Financial Services, Inc.
  Overland Park, KS
• 06/2010 → 09/2016
  Vsr Advisory Services, Inc.
  Overland Park, KS
• 09/2016 → 05/2017
  Summit Brokerage Services, Inc.
  Des Moines, IA
• 09/2016 → 05/2017
  Summit Financial Group Inc
  Boca Raton, FL
• 05/2017 → Present
  Lpl Financial, Llc
  Des Moines, IA
• 05/2017 → Present
  Wcg Wealth Advisors, Llc
  Des Moines, IA

Previous Registrations

• 2016-09-01 → 2017-05-26
  Summit Financial Group Inc
  Des Moines, IA
• 2010-06-01 → 2016-11-02
  Vsr Financial Services, Inc.
  Overland Park, KS
  Des Moines, IA
  Dripping Springs, TX
  Overland Park, KS
  Des Moines, IA
• 2009-06-16 → 2010-06-02
  Securian Financial Services, Inc.
  West Des Moines, IA
  West Des Moines, IA
  West Des Moines, IA
• 2007-01-03 → 2009-05-28
  Vsr Financial Services, Inc.
  Overland Park, KS
  Clive, IA
  Overland Park, KS
• 2004-07-07 → 2007-01-03
  Ameriprise Financial Services, Llc
  West Des Moines, IA
  West Des Moines, IA
• 2006-12-16 → 2006-12-18
  Vsr Financial Services, Inc.
  Overland Park, KS
  Clive, IA

Other Businesses

1) 05/03/2019 - WCG Insurance, LLC - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Started: 3/25/2019 - 10 Hrs/mo; 5 Hrs During Trading. 2) 03/13/2019 - WCG Wealth Advisors, LLC DBA The Wealth Consulting Group - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started: 3/13/2019 - 140 Hrs/Mo; 130 Hrs During Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in May 2017. I expect to spend approximately 140 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) 11/15/2018 - The Crumb Catcher, LLC - Non-Inv Related - Des Moines, IA - Business Owner - Co-Owner - Started: 10/5/2018 - 10 Hrs/Mo; 3 Hrs During Trading. 4) 06/07/2018 - The Wealth Consulting Group - Inv related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/19/2017 - 120 Hrs/mo During Trading. 5) 05/24/2017 - WCG Wealth Advisors, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started: 4/19/2017 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in May 2017. 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. 6) 05/19/2017 - DE Management - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/1/2017 - 40 hrs/mo; 8 hrs During Trading. 7) 05/19/2017 - Disciplined Equities Management - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/1/2017 - 40 hrs/mo; 8 hrs During Trading. 8) 05/19/2017 - Akerberg Properties - Non-inv Related - West Des Moines, IA; Clive, IA; Waukee, IA - Real Estate Rental - Owner/Operator - Started: 1/1/2010 - 6 Hrs/Mo; 1 Hr During Trading. 9) 04/17/2024 - C&C Holdings, LLC - Real Estate Rental - Des Moines, IA - Investment Related - Start Date 08/01/2017 - 8 Hours Per Month/ 1 Hour During Trading 10) 10/14/2024 - ACM Investment Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 10/07/2024 - 35 Hours Per Month/ 30 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-07-02