Dudley Balzer (CRD# 3143664) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 25 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 |
|---|---|---|---|
| Wcg Wealth Advisors, LLC | Sun City West, AZ | Jul 2023 - Current | < 1 |
| Lpl Financial LLC | Joliet, IL | Sep 2011 - Current | 12 |
| V Wealth Management, LLC | Overland Park, KS | Sep 2011 - Dec 2023 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- AZ
- TX
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Total Assets Under Management5,194MILLIONS
-
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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