Best Investors Account Sign in

Stephanie Marie Gantt

The Wealth Consulting Group

Overland Park, KS

Las Vegas, NV

CRD 3142811

Claim This Profile
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:

Current Employers
The Wealth Consulting Group

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-07-14
  • 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 Llc Overland Park KS 10/2010 Present
V Wealth Advisors Llc (Dba: V Wealth Management, Llc) Overland Park KS 10/2010 12/2023
Wcg Wealth Advisors, Llc Overland Park KS 07/2023 Present
  • 10/2010 → Present
    Lpl Financial Llc
    Overland Park, KS
  • 10/2010 → 12/2023
    V Wealth Advisors Llc (Dba: V Wealth Management, Llc)
    Overland Park, KS
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2010-11-08 → 2023-12-31
    V Wealth Advisors Llc
    Overland Park, KS
    Overland Park, KS
  • 2009-06-01 → 2010-10-29
    Kansas City, MO
  • 2002-05-29 → 2009-06-01
    Kansas City, MO
    Kansas City, MO
Other Businesses

1.09/12/2014; GABE Enterprises LLC; Real Estate Rental; Investment Related; 4208 East 355th Street Deaxel,MO; Start Date 04/15/2010; 2hrs/mth; 0hrs during trading 2.05/13/2021; none; Act in a Fiduciary Capacity; Not Investment Related; 6800 College Blvd, Suite 380, Overland Park,KS; Start Date 02/21/2020; 1hrs/mth; 0hrs during trading 3.07/14/2023; WCG Wealth Advisors, LLC (HYBRID) / WCG Wealth Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/14/2023; 160hrs/mth; 160hrs 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 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. 4.08/08/2023; Various; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 10/10/2010; 10hrs/mth; 10hrs during trading 5.10/03/2023; MMGKC, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 12/09/2016; 2hrs/mth; 0hrs during trading 6.10/03/2023; Gantt Global Investments LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 10/14/2010; 120hrs/mth; 120hrs during trading 7.03/06/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name KC Advisors LLC; Investment Related; at Reported Business Location(s); Start Date 02/06/2025; 20hrs/mth; 20hrs during trading 8.04/01/2025; (HYBRID) KC Wealth Advisors LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 02/06/2025; 20hrs/mth; 20hrs during trading;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-15
S63 Uniform Securities Agent State Law Examination 1998-12-15
  • S65 Uniform Investment Adviser Law Examination
    1999-01-15
  • S63 Uniform Securities Agent State Law Examination
    1998-12-15
Other Names
  • Stephanie Marie Abraham

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Overland Park, KS

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor