Barrett
Banister

The Wealth Consulting Group

CRD#7795181
Investment Advisor
in Leawood, KS

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About this Advisor

Barrett Banister is a financial advisor based in Leawood, Kansas, working with The Wealth Consulting Group. Barrett has previously held positions at Lpl Financial LLC, University Of Missouri, Fayetteville High School, Thornburg Nanny, Fayetteville Youth Baseball, and Wcg Wealth Advisors, LLC. Barrett has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Barrett is part of The Wealth Consulting Group, which operates out of Leawood, Kansas. The firm has 34 offices and 264 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Wealth Consulting Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6800 College Blvd, Ste. 630
Leawood, KS 66211

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$5,194,180,776

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

264

KS Average: 10
Total Number of Accounts

21,408

KS Average: 1,698
Average Account Size

$242,628

KS Average: $391,170

Investment Advisory Services

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

Barrett Banister Work History

2024 - Present (0 year)

Wcg Wealth Advisors, LLC

2023 - Present (1 year)

Lpl Financial LLC

2018 - 2018 (< 1 year)

Thornburg Nanny

2017 - 2023 (6 years)

University Of Missouri

2014 - 2017 (3 years)

Fayetteville Youth Baseball

2013 - 2017 (4 years)

Fayetteville High School

Disclosures

Please visit the SEC profile of Barrett Banister 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

James Cave
Sacramento, CA
Neal Wilson
Palm Desert, CA
Morgan Davis
San Diego, CA
Ethan Hutcheson
Las Vegas, NV
Diane Reed
Rancho Mirage, CA
Michelle Cooley
Las Vegas, NV
Joshua Lewis
Las Vegas, NV
Julia Mccormick
Des Moines, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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