Chad G Bruechert
Investment adviser representative at The Wealth Consulting Group
32 yearsExperience
1 stateRegistered in
$6.3BFirm assets
12 yearsFirm in business
Are you Chad G Bruechert? 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
32 years in the industry.
- The Wealth Consulting GroupMar 2026 to now
- LPL Financial LLCFeb 2026 to now
- Bruechert Insurance Agency, IncFeb 2010 to now
- Massmutual Life Insurance CompanyAug 2014 to Feb 2026
- Pdf US LLCJun 2004 to Dec 2024
- West Coast LabelsJan 1994 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6428470
- Firm CRD
- 173194