The Wealth Consulting Group
The Wealth Consulting Group (CRD# 173194) is a financial advisory firm headquartered in Las Vegas, NV. They manage $5,194,180,776 in 21,408 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management5,194MILLION
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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
Paul Lim (CRD# 5084834) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 16 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.
Clinton Akerberg (CRD# 4762459) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 19 years of experience in the finance industry.
Jeremy Anderson (CRD# 5859363) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 13 years of experience in the finance industry.
Marci Bair (CRD# 2299995) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 31 years of experience in the finance industry.
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.
Lynn Bilodeau (CRD# 4499122) is an Investment Advisor Representative working at The Wealth Consulting Group in Edmond, OK and has over 15 years of experience in the finance industry.
Thomas Blumer (CRD# 1828240) is an Investment Advisor Representative working at The Wealth Consulting Group in Overland Park, KS and has over 28 years of experience in the finance industry.
Gregory Bond (CRD# 2227709) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 31 years of experience in the finance industry.
Tony Brewer (CRD# 5501075) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 15 years of experience in the finance industry.
Dane Brockman (CRD# 5829993) is an Investment Advisor Representative working at The Wealth Consulting Group in La Jolla, CA and has over 13 years of experience in the finance industry.