Leawood, KS Office

Team
Updated today

Client AUM

$5,904,707,340

Clients

12,646

Advisors

3

Of 130 advisors across 57 offices

Location

5251 W 116th Place, Suite 200

Leawood KS 66211

Advisors at this office

3

Advisors at this office

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Jordan H

Series 66

Leawood, KS

The Wealth Consulting Group

Jordan Herwig is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, V Wealth Management LLC, and the University of Kansas. Outside of advising, he is also a notary in the state of Kansas and has participated as an actor in video and photography advertising. 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 combining various analytical approaches and offers both direct management and access to third-party programs.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Aaron H

Series 63, Series 65

Leawood, KS

The Wealth Consulting Group

Aaron Herwig is a financial advisor at WCG Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Herwig has experience in tax preparation and accounting through his involvement with H2 Tax Services LLC. WCG Wealth Advisors, LLC 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 using fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Jaxon H

Series 66

Leawood, KS

The Wealth Consulting Group

Jaxon Hyatt is a financial advisor with The Wealth Consulting Group in Leawood, KS. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he held positions at several firms including LPL Financial LLC, WCG Wealth Advisors, IHT Wealth Management, and Tall Oaks Advisors. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, employing both active and passive investments, model portfolios, and advisor-enhanced automated services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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