Best Investors Account Sign in
Current Employers
Pcg Wealth Management

5700 W. 112Th Street, Suite 120, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-24
MO RA APPROVED 2018-12-14
KS RA APPROVED 2018-01-03
  • TX RA
    APPROVED
    Since 2020-02-24
  • MO RA
    APPROVED
    Since 2018-12-14
  • KS RA
    APPROVED
    Since 2018-01-03

Branch Locations

5700 W. 112Th Street, Suite 120, 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
Waddell & Reed, Inc. Gladstone MO 02/1984 12/2016
Various Insurance Carriers For W&R Insurance Agencies Lee'S Summit MO 03/1984 12/2016
Craig Kurth Llc Lees Summit MO 04/2015 Present
Cindy And Craig, Llc Edina MO 08/2016 05/2017
Lpl Financial, Llc Overland Park KS 01/2017 Present
V Wealth Advisors Llc (Dba: V Wealth Management Llc) Overland Park MO 01/2017 12/2017
Pcg Wealth Advisors, Llc (Dba: Pcg Wealth Management, Llc) Overland Park KS 01/2018 Present
  • 02/1984 → 12/2016
    Waddell & Reed, Inc.
    Gladstone, MO
  • 03/1984 → 12/2016
    Various Insurance Carriers For W&R Insurance Agencies
    Lee'S Summit, MO
  • 04/2015 → Present
    Craig Kurth Llc
    Lees Summit, MO
  • 08/2016 → 05/2017
    Cindy And Craig, Llc
    Edina, MO
  • 01/2017 → Present
    Lpl Financial, Llc
    Overland Park, KS
  • 01/2017 → 12/2017
    V Wealth Advisors Llc (Dba: V Wealth Management Llc)
    Overland Park, MO
  • 01/2018 → Present
    Pcg Wealth Advisors, Llc (Dba: Pcg Wealth Management, Llc)
    Overland Park, KS
Previous Registrations
  • 2017-01-06 → 2017-12-31
    V Wealth Advisors Llc
    Kansas City, MO
    Overland Park, KS
  • 1997-05-20 → 2017-01-20
    Waddell & Reed
    Shawnee, KS
    Springfield, MO
    Overland Park, KS
    Charleroi, PA
    Evergreen Park, IL
    Kansas City, MO
    Independence, MO
    Shawnee, KS
Other Businesses

1. 01/05/2017 - Craig Kurth LLC - Business Entity For Tax/Investment Purposes Only- Kansas City, MO - Start Date:03/30/2015 - 50 Hrs/Mth - 8 Hrs During Trading. 2. 09/07/2017 - CRUMP and Insurance Designers of Kansas City - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/06/2017 - 40 Hours Per Month/2 Hours During Securities Trading. 3. 12/4/2017 - PCG Wealth Advisors, LLC - DBA: PCG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/01/2018 - 10 Hours Per Month During Securities Trading. 4. 1/4/2018 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/01/2018 - 15 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2018. I expect to spend approximately 15 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. 5. 1/4/2018 - PCG Wealth Advisors, LLC - DBA: PCG Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Stared 01/01/2018 - 30 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2018. I expect to spend approximately 30 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. 6. 8/24/2018 - Limestone Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:08/17/2018 - 1 Hours Per Month/1 Hours During Trading. 7. 1/12/2021 - Craig Kurth, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/16/2020 - 2 Hours Per Month/0 Hours During Securities Trading. 8. 07/24/2025 - Kurth Properties LLC - Investment Related - Real Estate Rental - Home Based - Start Date:01/05/2017 - 0 Hrs/Mth - 0 Hrs During Trading. 9. 06/11/2026 - craig kurth - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/28/2026 - 2 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-02-14
S63 Uniform Securities Agent State Law Examination 1984-02-27
  • S65 Uniform Investment Adviser Law Examination
    1997-02-14
  • S63 Uniform Securities Agent State Law Examination
    1984-02-27
Designations
Other Names
  • Craig Kurth

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor