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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

Meredith Anne Mussmann

Advisor at THE WEALTH CONSULTING GROUP

LAS VEGAS, NV | Des Moines, IA

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Search this name across graphsid dfx:ria:afcd2800-a894-e114-3b0e-d66350e5d126

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Apr 24, 2018 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: Jun 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Mar 31, 2004
First registration: Apr 24, 2018
Dual registered: yes, broker-dealer
Other names: Meredith M Bell|Meredith M Hawk|Meredith M Rinker|Meredith Anne Michie Hawk|Meredith Anne Michie Rinker|Meredith A Connelly|Meredith Anne Mussmann|Meredith Anne CONNELLY
IAPD individual key: 4684069

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	Aug 20, 2025	n/a	yes	Des Moines, IA\|LAS VEGAS, NV	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Sep 12, 2022	Jul 25, 2025	no	West Des Moines, IA	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	May 12, 2022	Jul 18, 2022	no	West Union, IA\|Decorah, IA\|Des Moines, IA	Previous registration
LINCOLN INVESTMENT	Independent wealth	May 12, 2022	Jul 18, 2022	no	West Union, IA\|Des Moines, IA\|Decorah, IA\|Fort Washington, PA	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Jan 13, 2021	May 28, 2021	no	West Des Moines, IA\|Des Moines, IA	Previous registration
EDWARD JONES	National bd RIA	Apr 24, 2018	May 20, 2020	no	Des Moines, IA\|DES MOINES, IA\|ST LOUIS, MO	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	THE WEALTH CONSULTING GROUP	Jul 25, 2025	Aug 20, 2025	26	Firm change	Ibd to RIA
CAPITAL ANALYSTS	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jul 18, 2022	Sep 12, 2022	56	Firm change	Ibd to ibd
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Jul 18, 2022	May 12, 2022	-67	Firm change after gap	RIA to ibd
PRUCO SECURITIES, LLC	LINCOLN INVESTMENT	May 28, 2021	May 12, 2022	349	Firm change	Ibd to RIA
EDWARD JONES	PRUCO SECURITIES, LLC	May 20, 2020	Jan 13, 2021	238	Firm change	Ibd to ibd

Relationships

Registered with (6)

→ THE WEALTH CONSULTING GROUPRegistered adviserregistration: current employment
Aug 20, 2025 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Sep 12, 2022 to Jul 25, 2025factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
May 12, 2022 to Jul 18, 2022factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
May 12, 2022 to Jul 18, 2022factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 13, 2021 to May 28, 2021factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 24, 2018 to May 20, 2020factForm ADV

Dated events

Occurred
Jul 25, 2025
Advisor changed firm
Meredith Anne Mussmann left Cambridge Investment Research Advisors, Inc. for The Wealth Consulting Group (registered 2025-08-20)
Form ADVobserved 4 days ago
Occurred
Jul 18, 2022
Advisor changed firm
Meredith Anne Mussmann left Capital Analysts for Cambridge Investment Research Advisors, Inc. (registered 2022-09-12)
Form ADVobserved 4 days ago
Occurred
Jul 18, 2022
Advisor changed firm
Meredith Anne Mussmann left Lincoln Investment for Capital Analysts (registered 2022-05-12)
Form ADVobserved 4 days ago