Michael
Woitkoski
The Wealth Consulting Group
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About this Advisor
Michael Woitkoski is a financial advisor working in San Diego, California with 9 years of industry experience. Woitkoski works at The Wealth Consulting Group. Throughout their career, they have worked at New England Securities, Lpl Financial, LLC and Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group). Woitkoski holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in California, New York and Texas. The Wealth Consulting Group is an advisory firm operating out of Las Vegas, NV. The company has offices in 34 locations and a total of 131 financial advisors. It oversees $3 billion in assets among its 11,436 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 28 charities and foundations. Of its 11,436 customer accounts, 35% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The Wealth Consulting Group provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fee types charged by The Wealth Consulting Group likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Wealth Consulting Group Brokerage Details
$2,795,803,920
131
11,436
$244,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Woitkoski Work History
Michael has been registered as a financial advisor for 9 years.*
Lpl Financial, LLC
Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group)
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 Michael Woitkoski 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
Las Vegas, NV
Albuquerque, NM
San Diego, CA
Las Vegas, NV
Englewood, CO
Las Vegas, NV
Carlsbad, CA
New Castle, PA
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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