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

David I Brozenic

The Wealth Consulting Groupindependent RIAOverland Park, Ks dual registrantIAPD 4288877

Feed of 09/15/2026

At current firm

3 y

since Jul 14, 2023

In the industry

25 y

since May 15, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, 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

Title: Wealth Advisorreportedvwealth.comfirm site, Sep 15, 2026
Business email: david.brozenic@vwealth.comreportedvwealth.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/david-brozenic-31173380reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Professional profile: vwealth.com/team/dave-brozenicreportedvwealth.comfirm site, Sep 15, 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

The Wealth Consulting Group independent RIA current
since Jul 14, 2023 · Overland Park, Ks
V Wealth Advisors LLC former
Apr 6, 2010 to Dec 31, 2023 · Overland Park, Ks
Banc Of America Investment Services, Inc. unclassified
Nov 14, 2005 to Aug 19, 2009 · Raytown, Mo
American Century Advisory Services, Inc. former
Sep 6, 2004 to Nov 16, 2005 · Kansas City, Mo

Moves

a registration end followed by a registration begin elsewhere

V Wealth Advisors LLC to The Wealth Consulting Group
left Dec 31, 2023, registered Jul 14, 2023 (-170 days) · corporate re-registration, not a move
Banc Of America Investment Services, Inc. to V Wealth Advisors LLC
left Aug 19, 2009, registered Apr 6, 2010 (230 days) · Other
American Century Advisory Services, Inc. to Banc Of America Investment Services, Inc.
left Nov 16, 2005, registered Nov 14, 2005 (-2 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address