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Brett Alan Lange

THE Wealth Consulting Group

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About Brett Alan Lange

Brett Alan Lange is an investment advisor representative with THE Wealth Consulting Group. Brett Lange has been in the industry since December 19, 2000. Brett Lange has a Series 7, Series 63, and Series 65 licenses. Brett Lange has been registered with LPL Financial since 2009 and has a current registration with The Wealth Consulting Group.

Firm Information

Brett Lange is currently registered with THE Wealth Consulting Group. THE Wealth Consulting Group is a Las Vegas-based financial advisory firm with over $5 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. They also offer a wrap fee program.
THE Wealth Consulting Group

8925 WEST POST ROAD

LAS VEGAS, NV 89148

$5.19B

Assets Under Management

742

Total Clients

115

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Lange’s Registration & Firm History

KS

07/19/2023 - Present

THE Wealth Consulting Group (Overland Park KS)

KS

02/29/2008 - 08/03/2009

UBS FINANCIAL SERVICES INC. (LEAWOOD KS)

KS

12/19/2000 - 03/03/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 08/15/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Alan Lange.
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