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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
KS RA APPROVED 2026-08-05
  • KS RA
    APPROVED
    Since 2026-08-05

Branch Locations

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

5251 W. 116Th Place, Suite 200, Leawood, 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
Harrisonville Mceowen Elementary Harrisonville MO 05/2016 05/2018
Harrisonville Middle School Harrisonville MO 05/2018 05/2021
Harrisonville High School Harrisonville MO 05/2021 05/2025
Community Bank Of Harrisonville Harrisonville MO 11/2022 06/2024
Starbucks Raymore MO 07/2024 03/2025
Tall Oaks Advisors Leawood KS 03/2025 06/2026
Lpl Financial Llc Leawood KS 03/2025 06/2026
Iht Wealth Management Harrisonville MO 04/2026 07/2026
Lpl Financial Llc Leawood KS 07/2026 Present
Wcg Wealth Advisors, Llc Leawood KS 07/2026 Present
  • 05/2016 → 05/2018
    Harrisonville Mceowen Elementary
    Harrisonville, MO
  • 05/2018 → 05/2021
    Harrisonville Middle School
    Harrisonville, MO
  • 05/2021 → 05/2025
    Harrisonville High School
    Harrisonville, MO
  • 11/2022 → 06/2024
    Community Bank Of Harrisonville
    Harrisonville, MO
  • 07/2024 → 03/2025
    Starbucks
    Raymore, MO
  • 03/2025 → 06/2026
    Tall Oaks Advisors
    Leawood, KS
  • 03/2025 → 06/2026
    Lpl Financial Llc
    Leawood, KS
  • 04/2026 → 07/2026
    Iht Wealth Management
    Harrisonville, MO
  • 07/2026 → Present
    Lpl Financial Llc
    Leawood, KS
  • 07/2026 → Present
    Wcg Wealth Advisors, Llc
    Leawood, KS
Previous Registrations
Other Businesses

1. 07/2026 - Gen4 Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/31/2026 2. 07/2026 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Admin - Start Date – 07/31/2026 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in DATE-07/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisor 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. 07/2026 - WCG Wealth Advisors, LLC - DBA: Gen4 Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date - 07/31/2026 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in DATE-07/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisor 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-15
  • S66 Uniform Combined State Law Examination
    2025-09-15

View on SEC IAPD

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