Meredith Anne Mussmann
Investment adviser representative at The Wealth Consulting Group
28 yearsExperience
1 stateRegistered in
$6.3BFirm assets
12 yearsFirm in business
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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
28 years in the industry.
- The Wealth Consulting GroupAug 2025 to now
- LPL Financial LLCAug 2025 to now
- Cambridge Investment Research Advisor Inc.Sep 2022 to Jul 2025
- Cambridge Investment Research Inc.Sep 2022 to Jul 2025
- Capital AnalystsMay 2022 to Jul 2022
- Lincoln InvestmentMay 2022 to Jul 2022
- UnemployedFeb 2022 to May 2022
- United Parcel ServiceNov 2021 to Feb 2022
- UnemployedMay 2021 to Nov 2021
- Pruco Securities, LLCJan 2021 to May 2021
- UnemployedMay 2020 to Jan 2021
- Edward JonesFeb 2018 to May 2020
- UnemployedAug 2017 to Feb 2018
- Nihart Advisory Services, IncJun 1998 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 4684069
- Firm CRD
- 173194