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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

6800 College Blvd. Suite 380, Overland Park, KS 66211 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Overland Park KS 08/2010 Present
V Wealth Management, Llc Overland Park KS 08/2010 12/2023
V Wealth Advisors, Llc Overland Park KS 08/2010 Present
Wcg Wealth Advisors, Llc Overland Park KS 07/2023 Present
  • 08/2010 → Present
    Lpl Financial
    Overland Park, KS
  • 08/2010 → 12/2023
    V Wealth Management, Llc
    Overland Park, KS
  • 08/2010 → Present
    V Wealth Advisors, Llc
    Overland Park, KS
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Overland Park, KS
Previous Registrations
Other Businesses

1.07/14/2023; WCG Wealth Advisors, LLC (HYBRID) / WCG Wealth Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/15/2023; 40hrs/mth; 40hrs during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. I expect to spend approximately 40 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. 2.08/08/2023; various; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/12/2010; 10hrs/mth; 10hrs during trading 3.08/09/2023; Meyer Enterprises LLC / Meyer Enterprises, LLC.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/12/2010; 120hrs/mth; 120hrs during trading 4.09/06/2023; MMGKC, LLC.; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 12/09/2016; 2hrs/mth; 0hrs during trading 5.03/06/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name KC Wealth Advisors, LLC.; Investment Related; at Reported Business Location(s); Start Date 02/06/2025; 20hrs/mth; 20hrs during trading 6.04/01/2025; (HYBRID) KC Wealth Advisors, LLC.; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 02/06/2025; 80hrs/mth; 80hrs during trading; 7.12/05/2025; None; Real Estate Rental; Investment Related; ; Start Date 01/15/2025; 2hrs/mth; 0hrs during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-13
S63 Uniform Securities Agent State Law Examination 1991-07-15
  • S65 Uniform Investment Adviser Law Examination
    1995-02-13
  • S63 Uniform Securities Agent State Law Examination
    1991-07-15

View on SEC IAPD

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