Tony L. Brewer
THE WEALTH CONSULTING GROUP
Las Vegas, NV 89148
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CRD#: 5501075
Professional summary
Tony Lee Brewer, CFP®, who also goes by Tony Brewer, is a registered financial advisor currently at THE WEALTH CONSULTING GROUP located in Las Vegas, Nevada and LPL FINANCIAL LLC located in Las Vegas, Nevada.
Tony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Tony has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Income Management
Retirement Planning
Insurance Planning
Investment Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Business Succession Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Tony Brewer
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. 10/14/2014 - The Wealth Consulting Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 10/14/2014 - The Wealth Consulting Group - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - 1% of Time Spent. 3. 11/26/2014 - WCG Wealth Advisors, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 11/3/2014 - 100% of Time Spent. 4. 11/26/2014 - WCG Wealth Advisors, LLC DBA The Wealth Consulting Group - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started: 11/3/2014 - 100% of Time Spent. 5. 03/12/2024 - Bowsprit Consulting, LLC - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 12/15/2022 - 1 Hr/Mo; 0 Hr During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Tony Lee Brewer'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®
CFP®
Start date: 2013
Experience
Current
October 23, 2014 - Present
THE WEALTH CONSULTING GROUP
Office #1: 8925 West Post Road 2nd Floor, Las Vegas, NV 89148RIA
CRD#: 173194
Las Vegas, NV
Current
October 14, 2014 - Present
LPL FINANCIAL LLC
Office #1: 8925 W. Post Rd 2nd Floor, Las Vegas, NV 89148RIA
BD
CRD#: 6413
Las Vegas, NV
Past
January 3, 2019 - January 15, 2019
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
LAS VEGAS, NV
Past
January 21, 2018 - February 1, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
June 2, 2010 - November 13, 2014
NEW ENGLAND SECURITIES
RIA
CRD#: 615
LAS VEGAS, NV
Past
January 6, 2009 - November 13, 2014
NEW ENGLAND SECURITIES
BD
CRD#: 615
LAS VEGAS, NV
Past
June 24, 2008 - February 20, 2009
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
LAS VEGAS, NV
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 | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | 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 | 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(11/17/2015)
RR
California(10/14/2014)
RR
Colorado(10/14/2014)
RR
Florida(2/5/2018)
RR
Georgia(5/2/2022)
RR
Hawaii(6/14/2024)
RR
Idaho(5/23/2018)
RR
Illinois(1/19/2016)
RR
Indiana(1/14/2021)
RR
Iowa(3/11/2022)
RR
Louisiana(1/29/2024)
RR
Maryland(6/24/2019)
RR
Michigan(11/15/2021)
RR
Minnesota(6/23/2022)
RR
Missouri(2/24/2021)
RR
Montana(2/24/2021)
RR
Nevada(10/23/2014)
IAR
Nevada(10/23/2014)
RR
New Jersey(8/3/2020)
RR
New York(2/24/2021)
RR
North Carolina(1/26/2016)
RR
Ohio(5/23/2018)
RR
Oregon(10/14/2014)
RR
Pennsylvania(5/25/2016)
RR
South Carolina(9/19/2017)
RR
Tennessee(8/6/2025)
RR
Texas(1/21/2018)
IAR
Texas(2/1/2018)
RR
Utah(6/30/2017)
RR
Virginia(8/7/2015)
RR
Washington(9/29/2020)
RR
West Virginia(12/12/2024)
RR
Wisconsin(7/10/2020)
RR
Wyoming(6/16/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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 | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | 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 | 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
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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)
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.
Company Information
THE WEALTH CONSULTING GROUP
CRD#: 173194Las Vegas, NV 89148TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
