Clinton Akerberg (CRD# 4762459) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 19 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Des Moines, IA | May 2017 - Current | 7 |
Wcg Wealth Advisors, LLC | Des Moines, IA | May 2017 - Current | 7 |
Summit Brokerage Services, Inc. | Des Moines, IA | Sep 2016 - May 2017 | < 1 |
Summit Financial Group Inc. | Boca Raton, FL | Sep 2016 - May 2017 | < 1 |
Vsr Financial Services, Inc. | Overland Park, KS | Jun 2010 - Sep 2016 | 6 |
Vsr Advisory Services, Inc. | Overland Park, KS | Jun 2010 - Sep 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- IA
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Total Assets Under Management5,194MILLIONS
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Total Number of Accounts21,408ACCOUNTS
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Average Account Value$242,628
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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