The Wealth Consulting Group

The Wealth Consulting Group (CRD# 173194) is a financial advisory firm headquartered in Las Vegas, NV. They manage $458,360,987 in 2,351 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    458
    MILLION
  • Total Number of Accounts
    2,351
    ACCOUNTS
  • Average Account Value
    $194,964
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, IN, LA, MI, MO, NM, NV, NY, OR, TX, VA, WA, WI

Financial Advisors at The Wealth Consulting Group
Showing 1 - 10 of 35 top financial advisors.
1
Paul S. Lim
CRD#: 5084834
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108
103
Wealthminder
score
Paul Lim (CRD# 5084834) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 9 years of experience in the finance industry. Paul Lim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Cheryl A. Constantino
CRD#: 4355865
8925 West Post Road, Suite 200, Las Vegas, NV 89148
96
Wealthminder
score

Cheryl Constantino (CRD# 4355865) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 16 years of experience in the finance industry. Cheryl Constantino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert A. Koba
CRD#: 5046092
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108
96
Wealthminder
score

Robert Koba (CRD# 5046092) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 12 years of experience in the finance industry. Robert Koba has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Amber I. Kodad
CRD#: 5208998
7676 Hazard Centerr Drive, Suite 1050, San Diego, CA 92108
96
Wealthminder
score

Amber Kodad (CRD# 5208998) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 7 years of experience in the finance industry. Amber Kodad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Sally W. Ng
CRD#: 1915190
1350 Treat Blvd., Suite 390, Walnut Creek, CA 94597
96
Wealthminder
score

Sally Ng (CRD# 1915190) is an Investment Advisor Representative working at The Wealth Consulting Group in Walnut Creek, CA and has over 24 years of experience in the finance industry. Sally Ng has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Mark A. Senseman
CRD#: 1383557
3333 E Camelback Road, Suite 212, Phoenix, AZ 85018
96
Wealthminder
score

Mark Senseman (CRD# 1383557) is an Investment Advisor Representative working at The Wealth Consulting Group in Phoenix, AZ and has over 32 years of experience in the finance industry.

7
Lawrence J. Weller
CRD#: 5706039
7676 Hazard Center Drive, Unit 1050, San Diego, CA 92108
96
Wealthminder
score

Lawrence Weller (CRD# 5706039) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 7 years of experience in the finance industry. Lawrence Weller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Stephanie A. Barnier
CRD#: 4223018
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108
93
Wealthminder
score

Stephanie Barnier (CRD# 4223018) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 10 years of experience in the finance industry.

9
Barclay K. Callender
CRD#: 5879405
8925 West Post Rd., Suite 200, Las Vegas, NV 89148
93
Wealthminder
score

Barclay Callender (CRD# 5879405) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 6 years of experience in the finance industry.

10
John R. Ewing
CRD#: 5540679
8925 W. Post Rd., 2nd Floor, Las Vegas, NV 89148
93
Wealthminder
score

John Ewing (CRD# 5540679) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 8 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.