Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
35 years
Location
Bishop, CA
The Wealth Consulting Group
Multi-team
Jeffrey Haskell is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His previous roles include positions at National Planning Corporation and LPL Financial. Outside of advising, he is a managing partner of Romeo X-Ray, LLC, a business involved in pilot services and equipment rental. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive management, model portfolios, and algorithmic guided wealth services with tax features.
Based on The Wealth Consulting Group
Based on The Wealth Consulting Group
Based on The Wealth Consulting Group
One-time fixed financial planning engagements typically range from $500 to $10,000 depending on scope and complexity.
$1,000 - $10,000: 2.95% total fee for MWP platform (includes LPL program fee, strategist fee, and advisor fee) $1,000 - $10,000: 2.50% total fee for OMP platform (includes LPL program fee and advisor fee) $250,000+: 2.95% total fee for PWP platform (includes LPL fee, separate account manager fees, and advisor fee) $50,000+: 2.95% total fee for MAS platform (includes LPL program fee, manager fee, and advisor fee) $100,000+: 2.95% total fee for MAN platform (includes LPL program fee, manager fee, and advisor fee) $5,000+: 1.35% total fee for GWP platform (includes LPL program fee and advisor fee)
Advisors may also be registered representatives receiving commissions from LPL Financial; commissions vary by product.
Hourly consulting fees range from $100 to $500 per hour, based on complexity and advisor discretion.
Ongoing financial advice fees charged at a non-negotiable monthly rate; specific amounts vary, billed directly to client.
Account minimum: $1,000 Minimum fee: Financial planning fees generally range from $500 to $10,000; ongoing advice fees range from $500 to $8,000 annually. Fee-only: Financial planning fees generally range from $500 to $10,000; hourly consulting fees range from $100 to $500 per hour.
Bishop, CA
Bishop CA
Advisors at this office
1
California
35 years of industry experience
WCG Wealth Advisors, LLC
2018 - Present • 8 years
Palm Desert, CA
LPL Financial
2017 - Present • 9 years
Palm Desert, CA
NATIONAL PLANNING CORPORATION
1999 - 2017 • 18 years
Palm Desert, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Bishop, CA
Cetera
Randall Vantassell is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Avantax Insurance Services, Fiduciary Trust, and operates Van Tassell Services. Outside of his advisory role, he serves as president of Pioneer Home Health Care, a nonprofit organization, and is involved in several community boards including the Rotary Club of Bishop and Sierra Highlands Community Services District. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and a variety of program platforms, operating as a multi-manager platform with access to affiliated and third-party investment managers.
CFP®, Series 63
Bishop, CA
Mass Mutual Investors Services
Lindsey Sherer is a CFP®-credentialed financial advisor with 18 years of industry experience, currently with Mass Mutual Investors Services since 2018. She has also worked at MassMutual Financial Group and MassMutual Life Insurance Company. Outside of financial advising, she serves as CFO for Blizzard Fire Protection LLC, overseeing the company’s financial operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational seminars.
Series 63, Series 66
Bishop, CA
Ameriprise
Terrence Lapan is a financial advisor with Ameriprise in Gardnerville, NV, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he assists with monthly wine pairing and Italian-themed dinners organized by a local business, engaging with the community and prospective clients. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Series 66
Bishop, CA
J.P. Morgan Securities
Joshua Beck is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following an 11-year tenure at Ameriprise Financial Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.
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