Gretchen L Saurage

Current Employers

Employment History

• 04/2024 → Present
  The Wealth Consulting Group
  Austin, TX
• 03/2023 → 04/2024
  Intrua Financial
  Houston, TX
• 08/2019 → 05/2023
  Texas A&M University
  College Station, TX
• 05/2019 → 03/2023
  Edward Jones
  Katy & College Station, TX
• 01/2021 → 08/2022
  Sunpro Solar
  College Station, TX
• 08/2015 → 05/2019
  James E Taylor High School
  Katy, TX
• 05/2024 → Present
  Lpl Finacial Llc
  Austin, TX

Other Businesses

1- 05/2024 - THE WEALTH CONSULTING GROUP / DBA for LPL Business (entity for LPL business) / Investment Related / start 04/01/2024 2- 06/05/2024 - WCG WEALTH ADVISORS LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 4/1/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 6/2024. 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- 08/13/2024 - The Wealth Consulting Group -Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/06/2024 - 160 Hours Per Month/ 120 Hours During Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2024. 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. 4- 02/19/2025 - Saurage Financial, LLC - Investment Related - At Reported Business Location(s) - Business Entity for Tax/Investment Purposes Only - Start Date 02/17/2025 - 1 hour per month/0 hours during securities trading 5- 10/29/2025- Lee-Sauriol Financial Services- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 01/01/2025-160 Hours Per Month-8 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-02
• S63 Uniform Securities Agent State Law Examination
  2024-07-01

Designations

Other Names

• Gretchen Louise Saurage