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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

ROBERT BROOK MENEES

Advisor at THE WEALTH CONSULTING GROUP

Overland Park, KS | LAS VEGAS, NV

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Search this name across graphsid dfx:ria:6fc096cf-ac79-41ca-b6ed-5aacd9ed4ce5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE WEALTH CONSULTING GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 4, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Dec 4, 1992
First registration: Feb 7, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 2293029

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE WEALTH CONSULTING GROUP	Independent wealth	Jul 17, 2023	n/a	yes	Overland Park, KS\|LAS VEGAS, NV	Current employment
V WEALTH ADVISORS LLC	Former SEC adviser	Sep 23, 2013	Dec 31, 2023	no	OVERLAND PARK, KS\|Overland Park, KS\|Overland Park, KS	Previous registration
BOULDER INVESTMENT GROUP	Former SEC adviser	Nov 20, 2009	Mar 31, 2014	no	OVERLAND PARK, KS	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Dec 10, 2009	no	OVERLAND PARK, KS	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 22, 2007	Jun 1, 2009	no	LEAWOOD, KS	Previous registration
EDWARD JONES	National bd RIA	Feb 7, 2007	Jun 26, 2007	no	PRAIRIE VILLAGE, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
V WEALTH ADVISORS LLC	THE WEALTH CONSULTING GROUP	Dec 31, 2023	Jul 17, 2023	-167	Bulk transfer	RIA to RIA
BOULDER INVESTMENT GROUP	V WEALTH ADVISORS LLC	Mar 31, 2014	Sep 23, 2013	-189	Firm change after gap	Other
MORGAN STANLEY	BOULDER INVESTMENT GROUP	Dec 10, 2009	Nov 20, 2009	-20	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
EDWARD JONES	CITIGROUP GLOBAL MARKETS INC.	Jun 26, 2007	Jun 22, 2007	-4	Firm change	Other

Relationships

Registered with (6)

→ THE WEALTH CONSULTING GROUPRegistered adviserregistration: current employment
Jul 17, 2023 to presentfactForm ADV
→ V WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Sep 23, 2013 to Dec 31, 2023factForm ADV
→ BOULDER INVESTMENT GROUPRegistered adviserregistration: previous registration
Nov 20, 2009 to Mar 31, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Dec 10, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 22, 2007 to Jun 1, 2009factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 7, 2007 to Jun 26, 2007factForm ADV

Dated events

No dated event names this entity yet.