Julia Claire Mccormick
Investment adviser representative at The Wealth Consulting Group
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.3BFirm assets
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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
13 years in the industry.
- LPL Financial LLCMay 2024 to now
- The Wealth Consulting GroupDec 2023 to now
- Wcg Wealth Advisors, LLCDec 2023 to now
- Des Moines SymphonySep 2014 to now
- Freelance Viola/violin PlayerSep 2013 to now
- Insureyourplan LLCJan 2020 to Oct 2023
- Civic Music of Des MoinesJun 2019 to Jun 2022
- Cunningham Wealth Management, L.L.C.Apr 2018 to Oct 2023
- Livwel Insurance Solutions, LLCApr 2018 to Oct 2023
- Unitypoint Young Advisory BoardJan 2018 to Oct 2023
- Des Moines Leadership NetworkSep 2017 to Oct 2021
- Principal Life Ins CoDec 2013 to Apr 2018
- Principal Securities, Inc.Dec 2013 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
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
- 6275884
- Firm CRD
- 173194