Mark
Senseman

The Wealth Consulting Group

CRD#1383557
Investment Advisor
in Phoenix, AZ

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About this Advisor

Mark Senseman is a financial advisor based out of Phoenix, Arizona who has 9 years of relevant experience. Senseman currently works for The Wealth Consulting Group. Throughout their career, they have worked at The New England, New England Securities, Lpl Financial, Wcg Wealth Advisors, LLC, Wcg Phx LLC and 5335 E Shea #1041, LLC. Senseman maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona and Texas. The Wealth Consulting Group is an advisory company headquartered in Las Vegas, NV. The firm has offices in 34 locations and a total of 131 advisors. It handles $3 billion in assets under management between its 11,436 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 28 charitable organizations. Of its 11,436 client accounts, 35% are held by high-net-worth investors who have more than $1 million in investable assets. The Wealth Consulting Group performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice vary depending on the services. Fee types billed by The Wealth Consulting Group most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7330 N 16Th St. Suite C205
Phoenix, AZ 85020

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$2,795,803,920

AZ Average: $664,206,839
Total Number of Employees

131

AZ Average: 10
Total Number of Accounts

11,436

AZ Average: 1,698
Average Account Size

$244,474

AZ Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Mark Senseman Work History

Mark has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Wcg Wealth Advisors, LLC

2014 - Present (10 years)

Wcg Phx LLC

2014 - Present (10 years)

5335 E Shea #1041, LLC

2014 - 2021 (7 years)

Lpl Financial

1994 - 2014 (20 years)

The New England

1994 - 2014 (20 years)

New England Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Senseman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Wealth Consulting Group

Renee Lee
Albuquerque, NM
Nathan Newman
Las Vegas, NV
Brian Foley
Las Vegas, NV
Mark Starr
Las Vegas, NV
Brian Midtbo
Englewood, CO
Alissa Todd
San Diego, CA
Diane Reed
Rancho Mirage, CA
Morgan Davis
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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