Best Investors
Account
Sign in
Best Investors
Account
Sign in
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-16 |
Reach out to this advisor