Duncan Kraft
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.
- The Wealth Consulting GroupMar 2025 to now
- LPL Financial LLCOct 2024 to now
- Salt River ProjectMay 2023 to Jul 2025
- Dallas Cowboys Football ClubFeb 2019 to May 2023
- NoneJan 2019 to Feb 2019
- Seattle StormMay 2017 to Jan 2019
- Spurs Sports and EntertainmentOct 2015 to May 2017
- Trinity UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 7997412
- Firm CRD
- 173194