James Michael Schank

Employer firm

Pcg Wealth Management CRD 290977

$931M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 09/1980 → Present
  Jim Schank
  Parkville, MO
• 08/2007 → 12/2016
  Waddell & Reed, Inc.
  Gladstone, MO
• 11/2007 → 12/2016
  Various Insurance Carriers For W&R Insurance Agencies
  Parkville, MO
• 02/2014 → 01/2017
  Phillip Fine
  Leawood, KS
• 05/2015 → 01/2017
  Craig Kurth
  Gladstone, MO
• 01/2017 → Present
  Lpl Financial, Llc
  Kansas City, MO
• 02/2017 → 01/2018
  V Wealth Management, Llc
  Kansas City, MO
• 01/2018 → Present
  Pcg Wealth Advisors, Llc (Dba: Pcg Wealth Management)
  Kansas City, KS

Previous Registrations

• 2007-10-26 → 2017-01-10
  Waddell & Reed
  Kansas City, MO
  Shawnee, KS
  Kansas City, MO

Other Businesses

1. 1/5/2017 - No Business Name - Not Investment Related - Home Based - MUSICIAN - Started 1/1/1976 - 4 Hours Per Month - Time Spent 3% - PRINCIPAL PERCUSSIONIST. 2. 2/27/2018 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/01/2018 - 30 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in February 2018. I expect to spend approximately 30 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. 2/27/2018 - PCG Wealth Advisors, LLC - DBA: PCG Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/01/2018 - 30 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in February 2018. I expect to spend approximately 30 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. 4. 3/5/2018 - PCG Wealth Advisors, LLC - DBA: PCG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2018 - 10 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-24

Other Names

• James Schank
• Jim Schank