Robert Brook Menees

Employer firm

The Wealth Consulting Group CRD 173194

$6.28B regulatory AUM 325 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  Lpl Financial Llc
  Overland Park, KS
• 09/2013 → 12/2023
  V Wealth Advisors Llc
  Overland Park, KS
• 07/2023 → Present
  Wcg Wealth Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2013-09-23 → 2023-12-31
  V Wealth Advisors Llc
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS
• 2009-11-20 → 2014-03-31
  Boulder Investment Group
  Overland Park, KS
• 2009-06-01 → 2009-12-10
  Morgan Stanley
  Overland Park, KS
• 2007-06-22 → 2009-06-01
  Citigroup Global Markets Inc.
  Leawood, KS
• 2007-02-07 → 2007-06-26
  Edward Jones
  Prairie Village, KS

Other Businesses

1) 10/29/2009: NO BUSINESS NAME - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - 1% OF TIME SPENT - RECEIVE RENEWALS FOR PAST BUSINESS (1992-1998) INS TYPES: LIFE, DISABILITY 2) 02/05/2010: NO BUSIENSS NAME - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - 2% OF TIME SPENT - INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES 3) 09/17/2012: THE WOODY FINANCIAL GROUP, INC. - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - 2% OF TIME SPENT - paid commissions on referrals. INS TYPE: HEALTH 4) 12/08/2014: CRUMP LIFE INSURANCE SERVICES - NON-VARIABLE INSURANCE - Investment Related - 9401 Indian Creek Pkwy, Ste. 520, Overland Park, KS 66210 - START 04/01/2014 - 5 HR/MO NONE DURING SECS TRDG HRS - AGENT. Paid by the carrier. INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES 5) 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 7/14/2023 - 160 Hours Per Month/160 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 7/2023. 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. 6) 7/26/2023 - WCG Insurance, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Strategist - Start Date 7/14/23 - 10 Hours Per Month/ 5 Hours During Trading 7) 08/01/2023 - Instrumental Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 7/14/23 - 160 Hours Per Month/ 5 Hours During Trading 8) 7/14/2023- WCG Wealth Advisors, LLC - DBA: Instrumental Advisors, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023 - 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-07/2023. 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.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-30
• S63 Uniform Securities Agent State Law Examination
  1992-12-04