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SP

Sybil L. Poage

THE WEALTH CONSULTING GROUP
Des Moines, IA 50312
Some features on this profile are disabled
CRD#: 2381007
SP

Professional summary

Sybil Lee Poage, who also goes by Sybil Lee Burcham, Sybil Lee Dowen, is a registered financial advisor currently at THE WEALTH CONSULTING GROUP located in Des Moines, Iowa and LPL FINANCIAL LLC located in Des Moines, Iowa.

Sybil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Sybil has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sybil Lee Burcham | Sybil Lee Dowen

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sybil Lee Poage's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 10, 2025 - Present

THE WEALTH CONSULTING GROUP

Office #1: 3106 Ingersoll Avenue, Des Moines, IA 50312
RIA
CRD#: 173194
Des Moines, IA
Current

August 10, 2020 - Present

LPL FINANCIAL LLC

Office #1: 3106 Ingersoll Ave, Des Moines, IA 50312
RIA
BD
CRD#: 6413
Des Moines, IA
Past

August 10, 2020 - December 9, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
BAXTER, IA
Past

December 15, 2017 - August 10, 2020

SORRENTO PACIFIC FINANCIAL, LLC

RIA
CRD#: 127787
Des Moines, IA
Past

December 15, 2017 - August 10, 2020

SORRENTO PACIFIC FINANCIAL, LLC

BD
CRD#: 127787
Des Moines, IA
Past

December 7, 2015 - December 15, 2017

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
Des Moines, IA
Past

December 7, 2015 - December 15, 2017

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
Des Moines, IA
Past

March 2, 2015 - November 23, 2015

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
NASHVILLE, TN
Past

March 2, 2015 - November 23, 2015

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
NASHVILLE, TN
Past

July 18, 2013 - March 11, 2015

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
MT JULIET, TN
Past

July 18, 2013 - March 11, 2015

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
MT JULIET, TN
Past

August 13, 2012 - July 10, 2013

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
ANKENY, IA
Past

August 13, 2012 - July 10, 2013

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ANKENY, IA
Past

November 1, 2010 - September 6, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
ANKENY, IA
Past

November 1, 2010 - September 6, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
ANKENY, IA
Past

January 4, 2010 - November 18, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
INDIANOLA, IA
Past

November 2, 2009 - November 18, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
INDIANOLA, IA
Past

August 18, 2008 - October 16, 2009

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

December 4, 2000 - July 30, 2008

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
MINNEAPOLIS, MN
Past

February 17, 1998 - November 9, 2000

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

September 2, 1993 - February 11, 1998

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD
CRD#: 4205
MINNEAPOLIS, MN

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 | 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. | 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 | EMBRACE WEALTH MANAGEMENT | EDMOND WEALTH MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT/DE MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT | DE MANAGEMENT | DAROLD MARK & ASSOCIATES | 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(4/2/2024)
RR
Arkansas
(3/6/2024)
RR
California
(3/5/2021)
RR
Florida
(3/5/2021)
RR
Illinois
(3/5/2021)
RR
Iowa
(8/10/2020)
IAR
Iowa
(9/10/2025)
RR
Kansas
(3/6/2024)
RR
Minnesota
(8/10/2020)
RR
Missouri
(9/28/2020)
RR
Nebraska
(3/5/2021)
RR
New York
(8/10/2020)
RR
North Dakota
(8/10/2020)
RR
South Carolina
(8/10/2020)
RR
Texas
(3/6/2024)
RR
Virginia
(3/6/2024)
RR
Wisconsin
(8/10/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/14/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/16/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/1/1993
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TW
THE WEALTH CONSULTING GROUP
ABOUND FINANCIAL | YERBA BUENA FINANCIAL PARTNERS | WILBORN ADVISORS | 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. | 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 | EMBRACE WEALTH MANAGEMENT | EDMOND WEALTH MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT/DE MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT | DE MANAGEMENT | DAROLD MARK & ASSOCIATES | 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)
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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
204

SEC notice filing (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WCG WEALTH ADVISORS WRAP FEE PROGRAM (6/18/2025)
WCG WEALTH ADVISORS PART 2A BROHCURE (6/18/2025)

Regulatory assets under management

Total Number of Accounts20,129
AUM (Assets Under Management)$ 5,446,595,206

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE WEALTH CONSULTING GROUP

CRD#: 173194Des Moines, IA 50312

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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