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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 2023-07-17
  • KS RA
    APPROVED
    Since 2023-07-17

Branch Locations

Hollister, MO • United States

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

6800 College Blvd. Suite 630, Overland Park, KS 66211 • United States

Disclosures

2 disclosure categories 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 Yes
Employment History
OrganizationCityStateFromTo
Minnesota Life St. Paul MN 01/2013 03/2019
Securian Financial Services Inc. St. Paul MN 01/2013 03/2019
Renaissance Financial Leawood KS 01/2013 03/2019
V Wealth Advisors Llc Dba Lewis Ventures, Llc Overland Park KS 04/2019 12/2023
Wcg Wealth Advisors, Llc Overland Park KS 07/2023 Present
  • 01/2013 → 03/2019
    Minnesota Life
    St. Paul, MN
  • 01/2013 → 03/2019
    Securian Financial Services Inc.
    St. Paul, MN
  • 01/2013 → 03/2019
    Renaissance Financial
    Leawood, KS
  • 04/2019 → 12/2023
    V Wealth Advisors Llc Dba Lewis Ventures, Llc
    Overland Park, KS
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2019-04-16 → 2023-12-31
    V Wealth Advisors Llc
    Overland Park, KS
  • 2013-03-08 → 2019-03-13
    Securian Financial Services, Inc.
    Overland Park, KS
Other Businesses

1. Sandy Creek Farm; investment related: No; Location of the business: 2325 W 98th St, Leawood, KS 66206; Description of the business: Family Farm; Position Title: owner; Responsibilities Duties: oversight; Start date with business: 05/01/2015; Hours devoted to business during trading hours: 0.5; Hours devoted to business outside trading hours: 0. 2. Timothy Weber: A Hair Salon; investment related: No; Location of the business: 2325 W 98th St, Leawood, KS 66206; Description of the business: Hair Salon; Position Title: admin; Responsibilities Duties: bookwork; Start date with business: 05-25-2017; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5. 3. Johnson County Community College Foundation Board; investment related: No; Location of the business: 12345 College, Overland Park, KS 66221; Description of the business: community college; Position Title: board member; Responsibilities Duties: volunteer/PR; Start date with business: 01-20-2015; Hours devoted to business during trading hours: 0.5; Hours devoted to business outside trading hours: 0. 4. Lizzipan LLC; investment related: No; Location of the business: 8100 E 22nd St #600, Wichita, KS 67226; Description of the business: oil/gas exploration/development; Position Title: silent investor; Responsibilities Duties: none; Start date with business: 01-01-2016; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0. 5. Stafford County Flour Mill; investment related: No; Location of the business: 108 Church Street, Hudson, KS 67545; Description of the business: Flour mill, grain elevator and farm services; Position Title: Member Board of Directors; Responsibilities Duties: Oversee business operations, planning and implementation; Start date with business: 04/01/2022; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 0. 6. Kansas Association of Community Foundations Advocacy Subcommittee; Investment Related: No; Location: PO Box 92, Washington, KS 66968; Description of the business: KACF is an advocacy organization working on behalf of various Community Foundations in Kansas; Responsibilities Duties: Advise the board and staff as issues or questions arise on public and governmental relations; Start date with business: 12-05-2021; Hours devoted to business during trading hours: 0.5; Hours devoted to business outside trading hours: 0. 7. 7/14/2023 - WCG Wealth Advisors, LLC - DBA: V Wealth - 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 July 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. 8. 7/14/2023 - WCG Wealth Advisors, LLC - DBA: Lewis Ventures - 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 July 2023. I expect to spend approximately 160 hours per month on this activity. 9. 01/01/2019 - Lewis Ventures - DBA: V Wealth - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - I expect to spend approximately 10 hours per month on this activity - Fixed insurance sales/sale of non-variable insurance with various carriers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-02
  • S66 Uniform Combined State Law Examination
    2013-03-02
Other Names
  • Joshua K Lewis

View on SEC IAPD

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