David Peter Rainey, CFP | Financial Professional | Overland Park, Kansas | THE WEALTH CONSULTING GROUP

Professional summary

David Peter Rainey, CFP®, who also goes by Dave Rainey, David P Rainey, David P. Rainey, is a registered financial advisor currently at THE WEALTH CONSULTING GROUP located in Overland Park, Kansas and LPL FINANCIAL LLC located in Overland Park, Kansas.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. David has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Rainey | David P Rainey | David P. Rainey

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. 11/15/17 - V WEALTH MANAGEMENT, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 30%/ OVERLAND PARK, KS 2. 5/30/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:05/29/2018 - 1 Hour(s) Per Month/1 Hour(s) During Trading. 3. 10/22/2019 - David Rainey Management - Investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:09/17/2019 - 200 hrs/mo - 160 hrs during trading. 4. 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. 5. 07/14/2023 - WCG Wealth Advisors, LLC - DBA: V Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023- 160 Hours Per Month/80 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 DATE-07/2023. 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Peter Rainey'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

July 14, 2023 - Present

THE WEALTH CONSULTING GROUP

Office #1: 6800 College Blvd. Suite 630, Overland Park, KS 66211

RIA

CRD#: 173194

Overland Park, KS

Current

November 15, 2017 - Present

LPL FINANCIAL LLC

Office #1: 6800 College Blvd Ste 630, Overland Park, KS 66211-1564

RIA

BD

CRD#: 7556

KANSAS CITY, 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

Alabama
(5/20/2025)

RR

Arizona
(11/15/2017)

RR

Arkansas
(2/26/2019)

RR

California
(11/15/2017)

RR

Colorado
(2/13/2023)

RR

Florida
(11/15/2017)

RR

Georgia
(9/11/2019)

RR

Idaho
(5/1/2024)

RR

Illinois
(9/9/2024)

RR

Iowa
(7/28/2021)

RR

Kansas
(11/15/2017)

IAR

Kansas
(7/14/2023)

RR

Minnesota
(8/8/2019)

RR

Missouri
(11/15/2017)

IAR

Missouri
(7/20/2023)

RR

New Jersey
(4/2/2025)

RR

New York
(11/15/2017)

RR

North Carolina
(8/3/2021)

RR

Oregon
(11/15/2017)

RR

Rhode Island
(6/15/2020)

RR

Texas
(11/15/2017)

RR

Washington
(11/10/2023)

RR

Wyoming
(8/21/2025)

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

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Firm Stability Insights

David P. Rainey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Peter Rainey's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

V WEALTH ADVISORS LLC

WADDELL & REED

WADDELL & REED

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

THE WEALTH CONSULTING GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/20/2004

SIE

Date: 10/1/2018

Series 31

Date: 10/1/2004

Series 7

Date: 7/29/2004

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

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