Phoenix, AZ N 16th St. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$5,904,707,340
ClientsTotal clients
12,646
AdvisorsAdvisors at this office
2
Of 130 advisors across 57 offices
Location
7330 N 16th St., Suite C205
Phoenix AZ 85020
Advisors at this office
2
Advisors at this office
Mark S
Series 63, Series 65
Phoenix, AZ
The Wealth Consulting Group
Mark Senseman is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with WCG Wealth Advisors, LLC since 2014 and previously worked at LPL Financial. Senseman serves as a trustee for the Londen Family Trust. 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 fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, offering both direct management and access to third-party programs.
Gerald G
Series 63, Series 65
Phoenix, AZ
The Wealth Consulting Group
Gerald Goz is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. 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 fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integrated legal-service pathways alongside its advisory services.
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