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8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-19 |
| KS | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-10 |
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