DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at THE WEALTH CONSULTING GROUP
Des Moines, IA | LAS VEGAS, NV
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE WEALTH CONSULTING GROUP | Independent wealth | May 19, 2017 | n/a | yes | LAS VEGAS, NV|Des Moines, IA | Current employment |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Sep 1, 2016 | May 26, 2017 | no | DES MOINES, IA | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Jun 1, 2010 | Nov 2, 2016 | no | OVERLAND PARK, KS|DES MOINES, IA|DRIPPING SPRINGS, TX|OVERLAND PARK, KS|DES MOINES, IA | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 16, 2009 | Jun 2, 2010 | no | WEST DES MOINES, IA|WEST DES MOINES, IA|WEST DES MOINES, IA | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Jan 3, 2007 | May 28, 2009 | no | OVERLAND PARK, KS|CLIVE, IA|OVERLAND PARK, KS | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Dec 16, 2006 | Dec 18, 2006 | no | OVERLAND PARK, KS|CLIVE, IA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jul 7, 2004 | Jan 3, 2007 | no | West Des Moines, IA|WEST DES MOINES, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC | THE WEALTH CONSULTING GROUP | May 26, 2017 | May 19, 2017 | -7 | Firm change | Other |
| VSR ADVISORY SERVICES | SUMMIT FINANCIAL GROUP INC | Nov 2, 2016 | Sep 1, 2016 | -62 | Channel change | Other |
| SECURIAN FINANCIAL SERVICES, INC. | VSR ADVISORY SERVICES | Jun 2, 2010 | Jun 1, 2010 | -1 | Firm change | Other |
| VSR ADVISORY SERVICES | SECURIAN FINANCIAL SERVICES, INC. | May 28, 2009 | Jun 16, 2009 | 19 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | VSR ADVISORY SERVICES | Jan 3, 2007 | Dec 16, 2006 | -18 | Firm change | Other |