Zoe Elizabeth Pins
Investment adviser representative at The Wealth Consulting Group
12 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
12 years in the industry.
- LPL Financial LLCSep 2024 to now
- The Wealth Consulting GroupNov 2023 to now
- LululemonNov 2020 to now
- Livwel AdvisorsMay 2023 to Nov 2023
- Triangle Financial ServicesMay 2023 to Aug 2023
- Des Moines Golf and Country ClubJun 2021 to Aug 2022
- Full-time EducationAug 2020 to May 2024
- UnemployedMay 2020 to Aug 2020
- Full-time EducationSep 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7734994
- Firm CRD
- 173194