The Wealth Consulting Group

The Wealth Consulting Group (CRD# 173194) is a financial advisory firm headquartered in Las Vegas, NV. They manage $2,872,169,809 in 9,855 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,872
    MILLION
  • Total Number of Accounts
    9,855
    ACCOUNTS
  • Average Account Value
    $291,443
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
  • Selection of other advisers (including private fund managers)
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.

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

Financial Advisors at The Wealth Consulting Group
Showing 1 - 10 of 99 top financial advisors.
1
John A. Adcock
CRD#: 4628189
134 East Washington Street, New Castle, PA 16101

John Adcock (CRD# 4628189) is an Investment Advisor Representative working at The Wealth Consulting Group in New Castle, PA and has over 19 years of experience in the finance industry. John Adcock 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.

2
Clinton E. Akerberg
CRD#: 4762459
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

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.

3
Jeremy P. Anderson
CRD#: 5859363
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

Jeremy Anderson (CRD# 5859363) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 11 years of experience in the finance industry.

4
Marci S. Bair
CRD#: 2299995
7676 Hazard Center Drive, Unit 1050, San Diego, CA 92108

Marci Bair (CRD# 2299995) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 29 years of experience in the finance industry. Marci Bair 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
Mark A. Barrett
CRD#: 1121473
2111 Forest Ave, Chico, CA 95928

Mark Barrett (CRD# 1121473) is an Investment Advisor Representative working at The Wealth Consulting Group in Chico, CA and has over 29 years of experience in the finance industry. Mark Barrett 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
Lynn J. Bilodeau
CRD#: 4499122
212 East 2nd Street, Edmond, OK 73034

Lynn Bilodeau (CRD# 4499122) is an Investment Advisor Representative working at The Wealth Consulting Group in Edmond, OK and has over 13 years of experience in the finance industry.

7
Tony L. Brewer
CRD#: 5501075
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

Tony Brewer (CRD# 5501075) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 14 years of experience in the finance industry. Tony Brewer 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
Michele K. Brigman-Pemberton
CRD#: 1900039
70-177 Highway 111, Suite 201, Rancho Mirage, CA 92270

Michele Brigman-Pemberton (CRD# 1900039) is an Investment Advisor Representative working at The Wealth Consulting Group in Rancho Mirage, CA and has over 30 years of experience in the finance industry.

9
Dane M. Brockman
CRD#: 5829993
4275 Executive Square Suite 1000, La Jolla, CA 92037

Dane Brockman (CRD# 5829993) is an Investment Advisor Representative working at The Wealth Consulting Group in La Jolla, CA and has over 11 years of experience in the finance industry. Dane Brockman 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.

10
James D. Brown
CRD#: 1891178
4901 Mcleaod Ne, Albuquerque, NM 87109

James Brown (CRD# 1891178) is an Investment Advisor Representative working at The Wealth Consulting Group in Albuquerque, NM and has over 33 years of experience in the finance industry.

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