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Parker Olmsted

The Wealth Consulting Group

Ottawa, KS

Las Vegas, NV

CRD 7651665

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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

401 S. Main Suite 110, Ottawa, KS 66067 • United States

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • 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
Student Ottawa KS 08/2011 12/2019
Kansas State Bank Ottawa KS 01/2020 10/2022
Impact Wealth Planners Ottawa KS 10/2022 Present
V Wealth Advisors Llc Ottawa KS 11/2022 12/2023
Wcg Wealth Advisors, Llc Ottawa KS 07/2023 Present
  • 08/2011 → 12/2019
    Student
    Ottawa, KS
  • 01/2020 → 10/2022
    Kansas State Bank
    Ottawa, KS
  • 10/2022 → Present
    Impact Wealth Planners
    Ottawa, KS
  • 11/2022 → 12/2023
    V Wealth Advisors Llc
    Ottawa, KS
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Ottawa, KS
Previous Registrations
  • 2022-12-16 → 2023-12-31
    V Wealth Advisors Llc
    Ottawa, KS
    Overland Park, KS
Other Businesses

1. 7/14/2023 - WCG Wealth Advisors, LLC - DBA: Impact Wealth Planners - 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2022-12-16
Designations
  • Certified Financial Planner

View on SEC IAPD

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