Julia Claire Mccormick

Current Employers

Employment History

• 12/2013 → 04/2018
  Principal Life Ins Co
  Urbandale, IA
• 12/2013 → 04/2018
  Principal Securities, Inc.
  Urbandale, IA
• 01/2014 → 04/2018
  Principal Securities, Inc.
  Urbandale, IA
• 09/2013 → Present
  Freelance Viola/Violin Player
  Des Moines, IA
• 09/2014 → Present
  Des Moines Symphony
  Des Moines, IA
• 09/2017 → 10/2021
  Des Moines Leadership Network
  Des Moines, IA
• 01/2018 → 10/2023
  Unitypoint Young Advisory Board
  Des Moines, IA
• 04/2018 → 10/2023
  Livwel Insurance Solutions, Llc
  Des Moines, IA
• 04/2018 → 10/2023
  Cunningham Wealth Management, L.L.C.
  Des Moines, IA
• 01/2020 → 10/2023
  Insureyourplan Llc
  Des Moines, IA
• 06/2019 → 10/2021
  Civic Music Of Des Moines
  Des Moines, IA
• 10/2021 → 06/2022
  Civic Music Of Des Moines
  Des Moines, IA
• 12/2023 → Present
  Wcg Wealth Advisors, Llc
  Des Moines, IA
• 05/2024 → Present
  Lpl Financial Llc
  Des Moines, IA

Previous Registrations

• 2018-04-16 → 2023-12-18
  Lw Advisors, L.L.C.
  Des Moines, IA
• 2014-01-08 → 2018-04-30
  Principal Securities, Inc.
  West Des Moines, IA
  Urbandale, IA

Other Businesses

1- 05/23/2024 / MCCORMICK WEALTH MANAGEMENT LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 0 hr mnth / 0 hrs during trading / start 01/01/2022 2- 05/23/2024 / FREELANCE VIOLA/VIOLIN PLAYER / Artist/Musician / Non Investment Related / 1 hrs mnth / start 01/01/2014 3- 05/23/2024 / DES MOINES SYMPHONY / Artist/Musician / Non Investment Related / 1 hrs mnth / start 01/01/2013 4- 05/23/2024 / lnsureYourPlan LLC / Non-Variable Insurance / Investment Related / 10 hrs mnth / 1 hrs during trading / start 04/01/2018 5- 05/23/2024 / THE WEALTH CONSULTING GROUP / DBA for LPL Business (entity for LPL business) / Investment Related / start 11/30/2023 6- 05/28/2024 - WCG WEALTH ADVISORS, LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 4/16/24 - 160 Hours Per Month/ 80 Hours During Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 5/2024. 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. 7- 07/10/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/26/2024 - 1 Hour Per Month/ During Trading 8- 10/14/2024 - ACM Investment Holdings LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 160 Hours Per Month/ 80 Hours During Trading 9- 09/18/2025 - The Wealth Consulting Group - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 4/16/24 - 160 Hours Per Month/ 80 Hours During Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2025. 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. 10- 11/13/2025 - Other - Notary - Iowa Licensed - Not Investment Related - At Reported Business Location(s) - Start Date 10/20/2025 - 1 hour per month/ 0 hours during trading 11- 12/29/2025 - McCormick Advisory + Planning - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/12/2025 - 160 Hours Per Month/ 32 Hours During Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2025. 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

• S63 Uniform Securities Agent State Law Examination
  2023-10-25
• S66 Uniform Combined State Law Examination
  2013-12-19

Designations

Other Names

• Julia Immel
• Julia Claire Immel
• Julia Claire Mccormick
• Julia Mccormick