Aaron Steven Herwig
Investment adviser representative at The Wealth Consulting Group
14 yearsExperience
1 stateRegistered in
$6.3BFirm assets
12 yearsFirm in business
Are you Aaron Steven Herwig? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- The Wealth Consulting GroupJul 2023 to now
- Wcg Wealth Advisors, LLCJul 2023 to now
- LPL Financial, LLCNov 2017 to now
- V Wealth Advisors LLCNov 2017 to Dec 2023
- H2 Tax Services LLCFeb 2017 to Nov 2017
- Jch Partners, IncJun 2014 to Nov 2017
- Various Insurance Carriers for W&r Insurance AgenciesMar 2012 to Nov 2017
- Waddell & Reed, IncMar 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (KS).
The Wealth Consulting Group
Legal name: Wcg Wealth Advisors, LLC
$6.3BAssets managed
12,940Clients
127Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4239338
- Firm CRD
- 173194