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).

By the Numbers
  • Total Assets Under Management
    5,194
    MILLION
  • Total Number of Accounts
    21,408
    ACCOUNTS
  • Average Account Value
    $242,628
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
  • 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 11 - 20 of 118 top financial advisors.
11
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 35 years of experience in the finance industry.

12
David I. Brozenic
CRD#: 4288877
6800 College Blvd. Suite 630, Overland Park, KS 66211

David Brozenic (CRD# 4288877) is an Investment Advisor Representative working at The Wealth Consulting Group in Overland Park, KS and has over 22 years of experience in the finance industry.

13
Barclay K. Callender
CRD#: 5879405
8925 West Post Rd., Suite 200, Las Vegas, NV 89148

Barclay Callender (CRD# 5879405) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 12 years of experience in the finance industry.

14
Timothy S. Carlin
CRD#: 4691435
6800 College Blvd. Suite 630, Overland Park, KS 66211

Timothy Carlin (CRD# 4691435) is an Investment Advisor Representative working at The Wealth Consulting Group in Overland Park, KS and has over 20 years of experience in the finance industry.

15
James S. Cave
CRD#: 4791019
1455 Response Road, Suite 100, Sacramento, CA 95815

James Cave (CRD# 4791019) is an Investment Advisor Representative working at The Wealth Consulting Group in Sacramento, CA and has over 19 years of experience in the finance industry.

16
Daniel D. Cherra
CRD#: 3260993
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

Daniel Cherra (CRD# 3260993) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 24 years of experience in the finance industry.

17
Maximilian J. Clifford
CRD#: 6172049
Arvada, CO

Maximilian Clifford (CRD# 6172049) is an Investment Advisor Representative working at The Wealth Consulting Group in Arvada, CO and has over 10 years of experience in the finance industry.

18
Adrian P. Concepcion
CRD#: 2949203
7676 Hazard Center Drive Suite 1050, San Diego, CA 92108

Adrian Concepcion (CRD# 2949203) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 26 years of experience in the finance industry.

19
Scott P. Connors
CRD#: 2050976
6800 College Blvd. Suite 630, Overland Park, KS 66211

Scott Connors (CRD# 2050976) is an Investment Advisor Representative working at The Wealth Consulting Group in Overland Park, KS and has over 33 years of experience in the finance industry.

20
Cheryl A. Constantino
CRD#: 4355865
8925 West Post Road, Suite 200, Las Vegas, NV 89148

Cheryl Constantino (CRD# 4355865) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 23 years of experience in the finance industry.

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