DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Joel Robert Drake

The Wealth Consulting Groupindependent RIALas Vegas, Nv dual registrantIAPD 2178512

Feed of 09/14/2026

At current firm

5 y

since Mar 31, 2021

In the industry

34 y

since Oct 4, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/joel-drake-438220272reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since May 4, 2021 · Des Moines, Ia
The Wealth Consulting Group independent RIA current
since Mar 31, 2021 · Des Moines, Ia
Diversified Financial Advisory Group, Inc. unclassified
Jan 9, 2006 to Dec 10, 2015 · West Des Moines, Ia
Fsc Securities Corporation former
Jan 6, 2006 to Apr 1, 2021 · West Des Moines, Ia
MML Investors Services, LLC BD affiliated
Jan 1, 1999 to Dec 20, 2005 · West Des Moines, Ia

Moves

a registration end followed by a registration begin elsewhere

Fsc Securities Corporation to Diversified Financial Advisory Group, Inc.
left Apr 1, 2021, registered Jan 9, 2006 (-5561 days) · Other
Diversified Financial Advisory Group, Inc. to The Wealth Consulting Group
left Dec 10, 2015, registered Mar 31, 2021 (1938 days) · Other
MML Investors Services, LLC to Fsc Securities Corporation
left Dec 20, 2005, registered Jan 6, 2006 (17 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address