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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-02 |
Branch Locations
1213 Hylton Heights Road Suite 109, Manhattan, KS 66503 • United States
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stewart Advisory Services, Llc | Manhattan | KS | 05/2010 | Present |
| Stewart Advisory Services, Llc | Manhattan | KS | 01/2015 | Present |
| Stewart Financial, Llc | Manhattan | KS | 05/2010 | Present |
| V Wealth Management, Llc | Manhattan | KS | 09/2020 | 12/2023 |
| Wcg Wealth Advisors, Llc | Manhattan | KS | 07/2023 | Present |
| Iht Wealth Management | Chicago | IL | 10/2024 | Present |
1. 12/01/2023 - WCG Wealth Advisors, LLC - DBA: Konza Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 12/01/2023 - 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 12/2023. 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. 2. Stewart Financial, LLC; Owner/Insurance Agent; Start: 12/2014; 2401 N. Seth Child Road, Suite 140, Manhattan, Kansas, 66503, an insurance/annuity company. 40 hrs/mo, 20 during trading hours. I own Stewart advisory services, LLC an RIA firm and Stewart Financial, LLC-an Insurance company that i will be closing down and transferring clients to the new firm but will stay open until that is completed. Stewart advisory services i receive AUM fees and fee for plan income. Stewart Financial i receive commissions from the sale of insurance products like life insurance and annuities. 3. KlickSand, LLC; Investment Related; Owner; Accounting Purposes; Start Date 10/2020; Approx. Hrs. a month 160/During Trading Hrs. 160; Account Purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-11 |
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