Clinton Edward Akerberg | Financial Professional | Des Moines, Iowa | THE WEALTH CONSULTING GROUP

Professional summary

Clinton Edward Akerberg 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.

Clinton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Clinton has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) 05/03/2019 - WCG Insurance, LLC - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Started: 3/25/2019 - 10 Hrs/mo; 5 Hrs During Trading. 2) 03/13/2019 - WCG Wealth Advisors, LLC DBA The Wealth Consulting Group - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started: 3/13/2019 - 140 Hrs/Mo; 130 Hrs During Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in May 2017. I expect to spend approximately 140 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. 3) 11/15/2018 - The Crumb Catcher, LLC - Non-Inv Related - Des Moines, IA - Business Owner - Co-Owner - Started: 10/5/2018 - 10 Hrs/Mo; 3 Hrs During Trading. 4) 06/07/2018 - The Wealth Consulting Group - Inv related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/19/2017 - 120 Hrs/mo During Trading. 5) 05/24/2017 - WCG Wealth Advisors, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started: 4/19/2017 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in May 2017. 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. The firm is separate from and independent of LPL Financial. 6) 05/19/2017 - DE Management - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/1/2017 - 40 hrs/mo; 8 hrs During Trading. 7) 05/19/2017 - Disciplined Equities Management - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/1/2017 - 40 hrs/mo; 8 hrs During Trading. 8) 05/19/2017 - Akerberg Properties - Non-inv Related - West Des Moines, IA; Clive, IA; Waukee, IA - Real Estate Rental - Owner/Operator - Started: 1/1/2010 - 6 Hrs/Mo; 1 Hr During Trading. 9) 04/17/2024 - C&C Holdings, LLC - Real Estate Rental - Des Moines, IA - Investment Related - Start Date 08/01/2017 - 8 Hours Per Month/ 1 Hour During Trading 10) 10/14/2024 - ACM Investment Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 10/07/2024 - 35 Hours Per Month/ 30 Hours During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clinton Edward Akerberg'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

May 19, 2017 - Present

THE WEALTH CONSULTING GROUP

Office #1: 3705 Grand Ave, Des Moines, IA 50312

RIA

CRD#: 173194

Des Moines, IA

Current

May 19, 2017 - Present

LPL FINANCIAL LLC

Office #1: 3106 Ingersoll Ave, Des Moines, IA 50312

RIA

BD

CRD#: 6363

CLIVE, IA

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

California
(10/6/2025)

RR

Florida
(5/19/2017)

RR

Illinois
(5/19/2017)

RR

Iowa
(5/19/2017)

IAR

Iowa
(5/19/2017)

RR

Kansas
(5/19/2017)

RR

Minnesota
(11/7/2024)

RR

Missouri
(5/19/2017)

RR

North Dakota
(11/4/2025)

RR

Ohio
(10/31/2025)

RR

South Carolina
(11/4/2025)

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.

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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Firm Stability Insights

Clinton E. Akerberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clinton Edward Akerberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

VSR FINANCIAL SERVICES, INC.

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

THE WEALTH CONSULTING GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 7/2/2004

SIE

Date: 10/1/2018

Series 7

Date: 6/21/2004

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

Contact information

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