Best Investors
Account
Sign in
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-07-20 |
| TX | RA | APPROVED | 2023-07-19 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Lee's Summit, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Leawood | KS | 01/2013 | 11/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Kansas City | MO | 01/2013 | 11/2017 |
| Aaron Herwig | Leawood | KS | 09/2016 | 11/2017 |
| Jrhines Financial, Llc | Kansas City | MO | 07/2016 | 09/2016 |
| V Wealth Advisors Llc | Overland Park | KS | 11/2017 | 12/2023 |
| Lpl Financial | Lee'S Summit | MO | 11/2017 | Present |
| Wcg Wealth Advisors, Llc | Lee'S Summit | MO | 07/2023 | Present |
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 07/14/2023; 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. 2.06/25/2024; Wealthroute LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 03/06/2024; 160hrs/mth; 160hrs during trading 3.07/29/2026; (HYBRID) Wealthroute LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 03/06/2024; 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 7/2026. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-28 |
Reach out to this advisor