Aaron Steven Herwig | Financial Professional | Leawood, Kansas | THE WEALTH CONSULTING GROUP

Professional summary

Aaron Steven Herwig, who also goes by Aaron S Herwig, Aaron Herwig, is a registered financial advisor currently at THE WEALTH CONSULTING GROUP located in Leawood, Kansas and LPL FINANCIAL LLC located in Overland Park, Kansas.

Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Aaron has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron S Herwig | Aaron Herwig

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. 11/16/2017 - H2 TAX SERVICES/ TAX PREP, ACCOUNTING, CPA/ 3%/ LEAWOOD, KS 2. 11/16/2017 - JCH PARTNERS, INC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 2%/ LEAWOOD, KS 3. 11/21/2017 - V Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 09/26/2017 - 104 Hours Per Month/8 Hours During Securities Trading - Time Spent 65% - I provide investment advisory services through V Wealth Advisors, LLC , an independent investment advisor firm. I started this business activity in 11/2017. I expect to spend approximately 104 hours per month on this activity. Please see the advisory firms 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. The firm is separate from and independent of LPL Financial. 4. 1/12/2018 - V Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/16/2017 - 160 Hours Per Month During Securities Trading. 5. 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 07/14/2023 - 40 Hours Per Month/32 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. I expect to spend approximately 40 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. The firm is separate from and independent of LPL Financial. 6. 7/25/2023 - V Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 07/14/2023 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more... 7. 9/21/2023: WCG Wealth Advisors, LLC; At Reported Business Location(s); Registered Investment Advisor Hybrid; IAR; Inv. related; start date 9/25/2023; 160hrs/mo. during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more... 8. 9/29/2023: Gen4 Wealth Advisors; At Reported Business Location(s); Non-Variable Insurance; Inv. related; start date 9/25/2023; 5hrs/mo. during trading. 9. 10/6/2023: WCG Wealth Advisors, LLC; DBA: Gen4 Wealth Advisors; At Reported Business Location(s); Registered Investment Advisor DBA; IAR; Inv. related; start date 9/25/2023; 160hrs/mo. during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more... 10. 03/14/2024 - Gen4 Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/25/2023 - 160 Hours Per Month/ During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Steven Herwig'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

July 14, 2023 - Present

THE WEALTH CONSULTING GROUP

Office #1: 5251 W 116th Place, Suite 200, Leawood, KS 66211

RIA

CRD#: 173194

Leawood, KS

Current

November 16, 2017 - Present

LPL FINANCIAL LLC

Office #1: 6800 College Blvd Ste 630, Overland Park, KS 66211-1564Office #2: 5251 W 116th Pl Ste 200, Leawood, KS 66211

RIA

BD

CRD#: 19616

ST. LOUIS, MO

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

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

Arkansas
(11/27/2017)

RR

Florida
(11/27/2017)

RR

Georgia
(5/5/2020)

RR

Illinois
(1/2/2018)

RR

Iowa
(11/27/2017)

RR

Kansas
(11/16/2017)

IAR

Kansas
(7/14/2023)

RR

Minnesota
(7/21/2020)

RR

Missouri
(11/16/2017)

RR

Nevada
(11/16/2017)

RR

New Mexico
(11/27/2017)

RR

Oklahoma
(4/25/2018)

RR

Texas
(5/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/28/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 12/20/2000

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: 11/10/2000

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

TW

THE WEALTH CONSULTING GROUP

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)

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 Accounts	20,129
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.

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Advisor Monitoring

Firm Stability Insights

Aaron S. Herwig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Steven Herwig's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

V WEALTH ADVISORS LLC

WADDELL & REED

WADDELL & REED

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

THE WEALTH CONSULTING GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2000

Series 63

Date: 12/20/2000

SIE

Date: 10/1/2018

Series 7

Date: 11/10/2000

FINRA

Current Firm

THE WEALTH CONSULTING GROUP

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE WEALTH CONSULTING GROUP

TRUST BUT VERIFY

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