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Current Employers
The Wealth Consulting Group

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-06-24
KS RA APPROVED 2023-07-17
  • MO RA
    APPROVED
    Since 2024-06-24
  • KS RA
    APPROVED
    Since 2023-07-17

Branch Locations

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

2510 Grand Blvd., Ste. 705, Kansas City, MO 64108-2626 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buttonwood Financial Group, Llc Kansas City MO 10/2013 09/2018
Purshe Kaplan Sterling Investments Albany NY 10/2013 09/2018
V Wealth Advisors Llc D/B/A Market Cycle Financial, Llc Overland Park KS 11/2018 12/2023
Wcg Wealth Advisors, Llc Kansas City MO 07/2023 Present
  • 10/2013 → 09/2018
    Kansas City, MO
  • 10/2013 → 09/2018
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 11/2018 → 12/2023
    V Wealth Advisors Llc D/B/A Market Cycle Financial, Llc
    Overland Park, KS
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Kansas City, MO
Previous Registrations
  • 2018-12-03 → 2023-12-31
    V Wealth Advisors Llc
    Overland Park, KS
    Overland Park, KS
    Overland Park, KS
    Overland Park, KS
  • 2013-10-01 → 2018-09-19
    Kansas City, MO
  • 2010-04-30 → 2013-09-17
    Kansas City, MO
  • 2008-05-07 → 2010-05-03
    Kansas City, MO
    Gladstone, MO
    St Louis, MO
Other Businesses

1. 7/14/2023 - Royal Danish Consulate - DBA: Danish Consulate in Kansas City Missouri - Not Investment Related. 2510 Grand Blvd., Suite 705, Kansas City, MO 64108. Honorary Consul of Denmark for KS & MO - Started 04/06/2021 - 32 Hrs/Mo; 0 During Trading Hours. Honorary Consults assist the Danish Embassy's and Consulates General in New York, Chicago, Houston, and Silicon Valley in consular, commercial, and cultural matters. 2. 7/14/2023 - WCG Wealth Advisors, LLC - DBA: Market Cycle Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023 - 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 July 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. 3. 7/14/2023 - Market Cycle Financial, LLC - Investment Related - At Reported Business Location(s) - Life, Health and Variable Contracts - Insurance Agent - Owner - Start Date: 11/01/2018 - 10 Hrs/Mo; 10 During Trading Hours - Provide insurance products for clients through the Financial Planning Process.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-24
  • S66 Uniform Combined State Law Examination
    2008-04-24
Other Names
  • John Jespersen
  • John D Jespersen

View on SEC IAPD

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