Michael
Peters

The Wealth Consulting Group

CRD#7490621
Investment Advisor
in Las Vegas, NV

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About this Advisor

Michael Peters is a financial advisor operating out of Las Vegas, Nevada with a total of 1 year of industry experience. Peters is on the advisory team at The Wealth Consulting Group. Peters has gained experience at Treloar & Heisel, LLC, University Of Dayton, Treloar & Heisel, Inc, Sewickly Hgts Golf Club, University Of Dayton Learning Resources, Major Lawn Service, Full Time Student and Wcg Wealth Advisors, LLC. Peters holds a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Pennsylvania. The Wealth Consulting Group is a registered investment business headquartered in Las Vegas, NV. The investment advisory business has offices in 34 locations and a total of 131 advisors. It administers $3 billion in total 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 advises 28 charitable organizations. Of its 11,436 customer accounts, 35% are associated with high-net-worth clients who have at least $1 million in assets. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely are based on which services are offered. Fee types billed by The Wealth Consulting Group likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

8925 West Post Road 2Nd Floor
Las Vegas, NV 89148

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$2,795,803,920

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

131

NV Average: 10
Total Number of Accounts

11,436

NV Average: 1,698
Average Account Size

$244,474

NV Average: $391,170

Investment Advisory Services

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

Michael Peters Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wcg Wealth Advisors, LLC

2020 - Present (4 years)

Treloar & Heisel, LLC

2018 - 2019 (1 year)

Treloar & Heisel, Inc

2018 - 2018 (< 1 year)

Sewickly Hgts Golf Club

2018 - 2020 (2 years)

University Of Dayton Learning Resources

2017 - 2017 (< 1 year)

Major Lawn Service

2016 - 2020 (4 years)

University Of Dayton

2012 - 2016 (4 years)

Full Time Student

*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 Peters 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

Nathan Newman
Las Vegas, NV
Renee Lee
Albuquerque, NM
Megan Wilsey
Carlsbad, CA
Timothy Oshei
Las Vegas, NV
James Worden
Las Vegas, NV
Brian Foley
Las Vegas, NV
Michael Peters
Las Vegas, NV
Mark Starr
Las Vegas, NV

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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