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Stephen T
Series 66
Mound City, KS
The Wealth Consulting Group
Stephen Todd is a financial advisor at The Wealth Consulting Group with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, V Wealth Advisors, and Waddell & Reed. He is based in Overland Park, Kansas. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis and offers both direct management and access to third-party manager programs.
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