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 41 - 50 of 118 top financial advisors.
41
Joshua L. Jones
CRD#: 4841998
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

Joshua Jones (CRD# 4841998) 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.

42
Maria S. Kiner
CRD#: 4880037
70177 Highway 111, Suite 200, Rancho Mirage, CA 92270

Maria Kiner (CRD# 4880037) is an Investment Advisor Representative working at The Wealth Consulting Group in Rancho Mirage, CA and has over 19 years of experience in the finance industry.

43
Christopher L. Klick
CRD#: 5089846
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

Christopher Klick (CRD# 5089846) 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.

44
Preston L. Klick
CRD#: 4257412
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

Preston Klick (CRD# 4257412) 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.

45
Amber I. Kodad
CRD#: 5208998
7676 Hazard Centerr Drive, Suite 1050, San Diego, CA 92108

Amber Kodad (CRD# 5208998) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 14 years of experience in the finance industry.

46
Brett A. Lange
CRD#: 4307774
6800 College Blvd. Suite 630, Overland Park, KS 66211

Brett Lange (CRD# 4307774) is an Investment Advisor Representative working at The Wealth Consulting Group in Overland Park, KS and has over 23 years of experience in the finance industry.

47
Laura J. Latourette
CRD#: 2538492
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

Laura Latourette (CRD# 2538492) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 26 years of experience in the finance industry.

48
Calvin E. Lee
CRD#: 2583310
5000 Plaza On The Lake Suite 130, Austin, TX 78746

Calvin Lee (CRD# 2583310) is an Investment Advisor Representative working at The Wealth Consulting Group in Austin, TX and has over 29 years of experience in the finance industry.

49
Jimmy Lee
CRD#: 2588186
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

Jimmy Lee (CRD# 2588186) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 29 years of experience in the finance industry.

50
Joshua K. Lewis
CRD#: 6157661
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

Joshua Lewis (CRD# 6157661) 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.

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