Pcg Wealth Management

Pcg Wealth Management (CRD# 290977) is a financial advisory firm headquartered in Overland Park, KS. They manage $665,871,681 in 4,174 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    666
    MILLION
  • Total Number of Accounts
    4,174
    ACCOUNTS
  • Average Account Value
    $159,528
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, IL, IN, KS, KY, MO, NC, NE, NH, OK, PA, SC, TN, TX, WA, WI

Financial Advisors at Pcg Wealth Management
Showing 1 - 10 of 17 top financial advisors.
1
Douglas A. Davis
CRD#: 5673747
3832 Taylorsville Road Suite 1, Louisville, KY 40220

Douglas Davis (CRD# 5673747) is an Investment Advisor Representative working at Pcg Wealth Management in Louisville, KY and has over 14 years of experience in the finance industry.

2
Alexandra K. Garden
CRD#: 5375525
5700 W. 112th Street,, Suite 120, Overland Park, KS 66211

Alexandra Garden (CRD# 5375525) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 12 years of experience in the finance industry.

3
Michael K. Garden
CRD#: 6604146
5700 W. 112th Street,, Suite 120, Overland Park, KS 66211

Michael Garden (CRD# 6604146) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 7 years of experience in the finance industry.

4
Richard K. Johnson
CRD#: 2848793
5700 W. 112th Street,, Suite 120, Overland Park, KS 66211

Richard Johnson (CRD# 2848793) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 27 years of experience in the finance industry.

5
Craig J. Kurth
CRD#: 1243190
5700 W. 112th Street,, Suite 120, Overland Park, KS 66211

Craig Kurth (CRD# 1243190) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 40 years of experience in the finance industry.

6
Herman E. Lall
CRD#: 2706448
5700 W. 112th Street,, Suite 120, Overland Park, KS 66211

Herman Lall (CRD# 2706448) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 28 years of experience in the finance industry.

7
Jonathan D. Lall
CRD#: 4504059
5700 W. 112th Street,, Suite 120, Overland Park, KS 66211

Jonathan Lall (CRD# 4504059) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 21 years of experience in the finance industry.

8
Lisa F. Leisure
CRD#: 2010276
3832 Taylorsville Road Suite 1, Louisville, KY 40220

Lisa Leisure (CRD# 2010276) is an Investment Advisor Representative working at Pcg Wealth Management in Louisville, KY and has over 34 years of experience in the finance industry.

9
Bradley S. Morris
CRD#: 4515804
5700 W. 112th Street,, Suite 120, Overland Park, KS 66211

Bradley Morris (CRD# 4515804) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 21 years of experience in the finance industry.

10
Scott A. Muss
CRD#: 2725181
3832 Taylorsville Road Suite 1, Louisville, KY 40220

Scott Muss (CRD# 2725181) is an Investment Advisor Representative working at Pcg Wealth Management in Louisville, KY and has over 27 years of experience in the finance industry.

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