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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
TX RA APPROVED 2023-07-19
KS RA APPROVED 2023-07-14
  • TX RA
    APPROVED
    Since 2023-07-19
  • KS RA
    APPROVED
    Since 2023-07-14

Branch Locations

401 S. Main Suite 110, Ottawa, KS 66067 • United States

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

6800 College Blvd. Suite 630, Overland Park, KS 66211 • 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
Waddell & Reed Inc Leawood KS 01/2016 01/2017
Hope For Ghana Corp. Pittsburg PA 07/2015 01/2017
Various Insurance Carriers For W&R Insurance Agencies Overland Park KS 07/2016 01/2017
Lpl Financial, Llc Ottawa KS 01/2017 12/2025
V Wealth Advisors Llc Ottawa KS 01/2017 12/2023
Wcg Wealth Advisors, Llc Ottawa KS 07/2023 Present
  • 01/2016 → 01/2017
    Waddell & Reed Inc
    Leawood, KS
  • 07/2015 → 01/2017
    Hope For Ghana Corp.
    Pittsburg, PA
  • 07/2016 → 01/2017
    Various Insurance Carriers For W&R Insurance Agencies
    Overland Park, KS
  • 01/2017 → 12/2025
    Lpl Financial, Llc
    Ottawa, KS
  • 01/2017 → 12/2023
    V Wealth Advisors Llc
    Ottawa, KS
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Ottawa, KS
Previous Registrations
  • 2017-01-05 → 2023-12-31
    V Wealth Advisors Llc
    Ottawa, KS
    Overland Park, KS
  • 2016-06-10 → 2017-01-05
    Waddell & Reed
    Shawnee, KS
Other Businesses

1. 01/03/2017 - At Reported Business Location(s) - Fixed insurance sales/sale of non-variable insurance; Accident and Health Insurance for various carriers - 10 Hours Per Month / 0 Hours During Trading - Agent 2. 08/08/2017 - Overland Park South Rotary - Not Investment Related - Overland Park, KS - Non-Profit Board Member - At Large Member - Start Date 07/01/2017 - 6 Hours Per Month/ 0 Hours During Trading 4. 12/12/2025 - WCG Wealth Advisors, LLC - DBA: Impact Wealth Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 12/12/2025 - 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-12/2025. 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
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-10
  • S66 Uniform Combined State Law Examination
    2016-06-10
Designations

View on SEC IAPD

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