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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 2023-07-14
  • KS RA
    APPROVED
    Since 2023-07-14

Branch Locations

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

6800 College Blvd. Suite 320, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Msec, Llc Overland Park KS 11/2014 12/2019
Firstpoint Financial Leawood KS 11/2014 03/2017
Mariner Wealth Advisors Overland Park KS 01/2015 01/2020
Lpl Financial, Llc Overland Park KS 02/2020 Present
V Wealth Management, Llc Overland Park KS 02/2020 12/2023
Mariner Wealth Advisors Overland Park KS 11/2014 01/2020
Wcg Wealth Advisors, Llc Overland Park KS 07/2023 Present
  • 11/2014 → 12/2019
    Msec, Llc
    Overland Park, KS
  • 11/2014 → 03/2017
    Firstpoint Financial
    Leawood, KS
  • 01/2015 → 01/2020
    Mariner Wealth Advisors
    Overland Park, KS
  • 02/2020 → Present
    Lpl Financial, Llc
    Overland Park, KS
  • 02/2020 → 12/2023
    V Wealth Management, Llc
    Overland Park, KS
  • 11/2014 → 01/2020
    Mariner Wealth Advisors
    Overland Park, KS
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Overland Park, KS
Previous Registrations
  • 2020-02-06 → 2023-12-31
    V Wealth Advisors Llc
    Overland Park, KS
  • 2015-03-17 → 2020-02-03
    Overland Park, KS
  • 2015-01-15 → 2018-03-31
    Mariner Wealth Advisors
    Overland Park, KS
  • 2015-04-14 → 2017-03-22
    Firstpoint Financial, Llc
    Overland Park, KS
  • 2014-12-05 → 2016-01-21
    Firstpoint Financial, Llc
    Leawood, KS
  • 2014-04-08 → 2014-10-28
    Securian Financial Services, Inc.
    Overland Park, KS
Other Businesses

1) 02/2020 - DBA for LPL Business (entity for LPL business) - Metcalf Partners Wealth Management - 100% - INVESTMENT RELATED - OVERLAND PARK, KS 66211. 2) 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 07/14/2023 - 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. 3) 07/14/2023 - WCG Wealth Advisors, LLC - DBA: Metcalf Partners Wealth Management - 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. 4) 07/28/2023 - Multi - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Wealth Manager - Start Date 07/14/2023 - 5 Hours Per Month/ 5 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-02
  • S66 Uniform Combined State Law Examination
    2014-04-02

View on SEC IAPD

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