The Wealth Consulting Group

The Wealth Consulting Group (CRD# 173194) is a financial advisory firm headquartered in Las Vegas, NV. They manage $2,795,803,920 in 11,436 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,796
    MILLION
  • Total Number of Accounts
    11,436
    ACCOUNTS
  • Average Account Value
    $244,474
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at The Wealth Consulting Group
Showing 1 - 10 of 139 top financial advisors.
1
Paul S. Lim
CRD#: 5084834
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108

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.

2
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 21 years of experience in the finance industry.

3
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 19 years of experience in the finance industry.

4
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 13 years of experience in the finance industry.

5
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 31 years of experience in the finance industry.

6
Dudley J. Balzer
CRD#: 3143664
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

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.

7
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 15 years of experience in the finance industry.

8
Thomas E. Blumer
CRD#: 1828240
6800 College Blvd. Suite 630, Overland Park, KS 66211

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.

9
Gregory T. Bond
CRD#: 2227709
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

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.

10
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 15 years of experience in the finance industry.

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