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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
IA RA APPROVED 2025-03-05
  • IA RA
    APPROVED
    Since 2025-03-05

Branch Locations

3106 Ingersoll Ave, Des Moines, IA 50312 • 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
Full-Time Education West Des Moines IA 09/2014 05/2020
Unemployed West Des Moines IA 05/2020 08/2020
Full-Time Education Iowa City IA 08/2020 05/2024
Des Moines Golf And Country Club West Des Moines IA 06/2021 08/2022
Triangle Financial Services West Des Moines IA 05/2023 08/2023
Livwel Advisors Des Moines IA 05/2023 11/2023
The Wealth Consulting Group Des Moines IA 11/2023 Present
Lululemon West Des Moines IA 11/2020 Present
Lpl Financial Llc Des Moines IA 09/2024 Present
  • 09/2014 → 05/2020
    Full-Time Education
    West Des Moines, IA
  • 05/2020 → 08/2020
    Unemployed
    West Des Moines, IA
  • 08/2020 → 05/2024
    Full-Time Education
    Iowa City, IA
  • 06/2021 → 08/2022
    Des Moines Golf And Country Club
    West Des Moines, IA
  • 05/2023 → 08/2023
    Triangle Financial Services
    West Des Moines, IA
  • 05/2023 → 11/2023
    Livwel Advisors
    Des Moines, IA
  • 11/2023 → Present
    Des Moines, IA
  • 11/2020 → Present
    Lululemon
    West Des Moines, IA
  • 09/2024 → Present
    Lpl Financial Llc
    Des Moines, IA
Other Businesses

1-09/10/2024 / LULULEMON / Outside/W-2 Employment / Not Investment Related / Des Moines, IA / Start date: 11/01/2020 - 40 Hrs/Mth - 0 Hrs During Trading. 2-09/10/2024 / THE WEALTH CONSULTING GROUP / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) / Start Date:06/0112024 - 0 Hrs/Mth - 0 Hrs During Trading. 3- 09/17/2024 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 06/0112024- 160 Hours Per Month/8 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-03/2025. 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. 4- 09/17/2024 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 0610112024 - 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-03/2025. 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. 5) 09/15/2025 - InsureYourPlan - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/11/2025 - 10 Hrs/Mth - 10 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-28
  • S66 Uniform Combined State Law Examination
    2025-02-28

View on SEC IAPD

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