Clinton AkerbergCRD Number: 4762459
Current Firm: The Wealth Consulting Group
Clinton Akerberg (CRD# 4762459) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 18 years of experience in the finance industry.
Skyoak Capital, Inc.
Money Managers, Inc.
Ameriprise Financial Services, LLC
|Lpl Financial, LLC||Des Moines, IA||May 2017 - Current||5|
|Wcg Wealth Advisors, LLC||Des Moines, IA||May 2017 - Current||5|
|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|
Total Assets Under Management2,872MILLIONS
Total Number of Accounts9,855ACCOUNTS
Average Account Value$291,443
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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