KS
Kari J. Smith
THE WEALTH CONSULTING GROUP
Des Moines, IA 50312
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CRD#: 2296080
KS
Kari J SmithTHE WEALTH CONSULTING GROUP
Professional summary
Kari J Smith, who also goes by Kari Jo Hillebo, Kari Hillebosmith, Kari Jo Smith, is a registered financial advisor currently at THE WEALTH CONSULTING GROUP located in Des Moines, Iowa.
Kari is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Kari has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
Kari Jo Hillebo | Kari Hillebosmith | Kari Jo Smith
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date: 02/26/2026 - 160 Hours Per Month/80 Hours During Securities Trading - I provide administrative support to WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-02/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 2. SisuRX Corp - Not Investment Related - At Reported Place of Business - Business Consulting and Kolbe System Consulting - President - Start Date: 04/01/2023 - Approx. Hours Per Month 20/Per Trading Hours 20 - Provide business consulting services and workshops 3. Drake University - Not Investment Related - 2507 University Ave, Des Moines, IA 50311 - Education - Instructor/Teacher - 05/01/2022 - Approx. Hours Per Month 20/Per Trading Hours 20 - Part-Time Adjunct Professor at Drake University teaching Entrepreneurship, Organizational Behavior, Leadership, Negotiation, and Conflict Management.
CRS (Client Relationship Summary) - RIA
Click below to view Kari J Smith's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 26, 2026 - Present
THE WEALTH CONSULTING GROUP
Office #1: 2940 Ingersoll Ave., Ste. 100, Des Moines, IA 50312RIA
CRD#: 173194
Des Moines, IA
Past
May 31, 2024 - September 17, 2024
THE WEALTH CONSULTING GROUP
RIA
CRD#: 173194
Des Moines, IA
Past
August 7, 2015 - February 1, 2019
LW ADVISORS, L.L.C.
RIA
CRD#: 177512
DES MOINES, IA
Past
December 4, 2013 - August 10, 2015
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
WEST DES MOINES, IA
Past
October 4, 2013 - August 10, 2015
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
WEST DES MOINES, IA
Past
November 11, 1992 - June 6, 1997
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
THE WEALTH CONSULTING GROUP
ABOUND FINANCIAL | YERBA BUENA FINANCIAL PARTNERS | WILBORN ADVISORS | WEALTHROUTE LLC | WCG WEALTH ADVISORS, LLC | WCG WEALTH ADVISORS | V WEALTH MANAGEMENT | V WEALTH | UTOR WEALTH | TRULY ALIGNED INC. | TRELOAR & HEISEL WEALTH MANAGEMENT | THE WEALTH CONSULTING GROUP | SUNDANCE INVESTMENTS LLC | STRONGHAVEN LLC | STONEBRIDGE GLOBAL INVESTMENTS | SPECTRUM WEALTH MANAGEMENT, INC. | REINERT WEALTH MANAGEMENT | REDWITZ WEALTH MANAGEMENT | RDM ASSOCIATES | PROSPERITY WEALTH PARTNERS, LLC | PAVLOVIC WEALTH MANAGEMENT | PASCHANG & ASSOCIATES | PALO VERDE WEALTH MANAGEMENT, LLC | NICHOLS WEALTH MANAGEMENT | NAVIGUIDE WEALTH PARTNERS | MTXE CAPITAL | MTXE ANALYTICS | METCALF PARTNERS WEALTH MANAGEMENT | MCCORMICK ADVISORY + PLANNING | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | LIFE STRATEGY FINANCIAL | KONZA WEALTH ADVISORS | KC WEALTH ADVISOR, LLC | KAWABE & ASSOCIATES | KANSAS CITY RETIREMENT PLANNING, LLC | JHM WEALTH MANAGEMENT, INC. | JEFFREY GALL WEALTH ADVISORS | INSTRUMENTAL ADVISORS | IMPACT WEALTH PARTNERS | HASKELL WEALTH MANAGEMENT | GREAT WESTERN WEALTH MANAGEMENT | GEN 4 WEALTH ADVISORS | FRANZ TATUM WEALTH MANAGEMENT | FINANCIAL YOGI | FIDES WEALTH STRATEGIES GROUP | FAMILY WEALTH MANAGEMENT GROUP | ENCORE WEALTH MANAGEMENT | EMPATHIC WEALTH PARTNERS | EMBRACE WEALTH MANAGEMENT | EDMOND WEALTH MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT/DE MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT | DE MANAGEMENT | DAROLD MARK & ASSOCIATES | CROW CANYON INVESTMENT & FINANCIAL PLANNING | CORNERSTONE WEALTH MANAGEMENT,LLC | CORNERSTONE FINANCIAL ADVOCATES | CLARIO FINANCIAL SERVICES | CARTER FINANCIAL | BYDAND FINANCIAL, LLC | BRIGHT ADVISORS, LLC | BRIANNE FINANCIAL | BOYD WEALTH | BALZER INVESTMENT MANAGEMENT, LLC | BAIR FINANCIAL PLANNING | APC WEALTH MANAGEMENT, INC. | ANCHOR WEALTH MANAGEMENT GROUP, LLC | ALTENBURG ASSET ADVISORS, LLC
CRD#: 173194 / SEC#: 801-80386
RIA
Registered Investment Advisory firm - (10/1/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Iowa(2/26/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 6
Passed: 10/4/2013
Investment Company Products/Variable Contracts Representative Examination
Current Firm
TW
THE WEALTH CONSULTING GROUP
ABOUND FINANCIAL | YERBA BUENA FINANCIAL PARTNERS | WILBORN ADVISORS | WEALTHROUTE LLC | WCG WEALTH ADVISORS, LLC | WCG WEALTH ADVISORS | V WEALTH MANAGEMENT | V WEALTH | UTOR WEALTH | TRULY ALIGNED INC. | TRELOAR & HEISEL WEALTH MANAGEMENT | THE WEALTH CONSULTING GROUP | SUNDANCE INVESTMENTS LLC | STRONGHAVEN LLC | STONEBRIDGE GLOBAL INVESTMENTS | SPECTRUM WEALTH MANAGEMENT, INC. | REINERT WEALTH MANAGEMENT | REDWITZ WEALTH MANAGEMENT | RDM ASSOCIATES | PROSPERITY WEALTH PARTNERS, LLC | PAVLOVIC WEALTH MANAGEMENT | PASCHANG & ASSOCIATES | PALO VERDE WEALTH MANAGEMENT, LLC | NICHOLS WEALTH MANAGEMENT | NAVIGUIDE WEALTH PARTNERS | MTXE CAPITAL | MTXE ANALYTICS | METCALF PARTNERS WEALTH MANAGEMENT | MCCORMICK ADVISORY + PLANNING | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | LIFE STRATEGY FINANCIAL | KONZA WEALTH ADVISORS | KC WEALTH ADVISOR, LLC | KAWABE & ASSOCIATES | KANSAS CITY RETIREMENT PLANNING, LLC | JHM WEALTH MANAGEMENT, INC. | JEFFREY GALL WEALTH ADVISORS | INSTRUMENTAL ADVISORS | IMPACT WEALTH PARTNERS | HASKELL WEALTH MANAGEMENT | GREAT WESTERN WEALTH MANAGEMENT | GEN 4 WEALTH ADVISORS | FRANZ TATUM WEALTH MANAGEMENT | FINANCIAL YOGI | FIDES WEALTH STRATEGIES GROUP | FAMILY WEALTH MANAGEMENT GROUP | ENCORE WEALTH MANAGEMENT | EMPATHIC WEALTH PARTNERS | EMBRACE WEALTH MANAGEMENT | EDMOND WEALTH MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT/DE MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT | DE MANAGEMENT | DAROLD MARK & ASSOCIATES | CROW CANYON INVESTMENT & FINANCIAL PLANNING | CORNERSTONE WEALTH MANAGEMENT,LLC | CORNERSTONE FINANCIAL ADVOCATES | CLARIO FINANCIAL SERVICES | CARTER FINANCIAL | BYDAND FINANCIAL, LLC | BRIGHT ADVISORS, LLC | BRIANNE FINANCIAL | BOYD WEALTH | BALZER INVESTMENT MANAGEMENT, LLC | BAIR FINANCIAL PLANNING | APC WEALTH MANAGEMENT, INC. | ANCHOR WEALTH MANAGEMENT GROUP, LLC | ALTENBURG ASSET ADVISORS, LLC
CRD#: 173194 / SEC#: 801-80386
RIA
Registered Investment Advisory firm - (10/1/2014 Approved)Loading...
Contact information
Main Address
8925 West Post Road 2nd Floor, Las Vegas, NV 89148
Mailing Address
Phone number
(702) 263-1919
Established
Firm type
Fiscal year end
# of Employees
131
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 21,593 |
| AUM (Assets Under Management) | $ 6,276,683,993 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE WEALTH CONSULTING GROUP
CRD#: 173194Des Moines, IA 50312TRUST BUT VERIFY
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