Isaac Gwinn (CRD# 7379454) is an Investment Advisor Representative working at The Wealth Consulting Group in Ottawa, KS and has over 2 years of experience in the finance industry.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 2447178
Lpl Financial LLC
CRD# 6114482
Professional Asset Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wcg Wealth Advisors, LLC | Ottawa, KS | Jul 2023 - Current | < 1 |
| Ottawa Univeristy | Ottawa, KS | Aug 2019 - Current | 4 |
| V Wealth Advisors LLC | Ottawa, KS | Jul 2021 - Dec 2023 | 2 |
| Phillips 66 | Ottawa, KS | Jan 2020 - May 2021 | 1 |
| Chipotle | Lancaster, OH | Jun 2016 - Jul 2020 | 4 |
| Jimmy Johns | Tiffin, OH | Jan 2019 - May 2019 | < 1 |
| Tiffin University | Tiffin, OH | Aug 2018 - May 2019 | < 1 |
| Logan High School | Logan, OH | Jul 2011 - May 2018 | 6 |
| Wendys | Logan, OH | Jan 2016 - Jun 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- KS
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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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