Gretchen Saurage Litzau
Investment adviser representative at The Wealth Consulting Group
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- LPL Finacial LLCMay 2024 to now
- The Wealth Consulting GroupApr 2024 to now
- Intrua FinancialMar 2023 to Apr 2024
- Sunpro SolarJan 2021 to Aug 2022
- Texas A&m UniversityAug 2019 to May 2023
- Edward JonesMay 2019 to Mar 2023
- James E Taylor High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7122155
- Firm CRD
- 173194