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Cheryl Ann Constantino

THE Wealth Consulting Group

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About Cheryl Ann Constantino

Cheryl Constantino is a financial advisor with The Wealth Consulting Group, an LPL Financial firm. Cheryl has been working in the financial services industry since 2001 and holds the Series 66, Series 7, and SIE licenses. Cheryl is also a Certified Financial Planner. Cheryl's previous experience includes working with Lincoln Financial Advisors Corporation, MML Investors Services, Inc., and Waddell & Reed, Inc. The Wealth Consulting Group offers a range of services to individual and institutional clients including financial planning, investment management, and retirement planning.

Firm Information

Cheryl Constantino 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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Cheryl Constantino’s Registration & Firm History

NV

05/05/2021 - Present

THE Wealth Consulting Group (LAS VEGAS NV)

NV

06/17/2008 - 11/21/2014

NEW ENGLAND SECURITIES (LAS VEGAS NV)

NV

12/09/2003 - 07/03/2008

MML INVESTORS SERVICES, INC. (LAS VEGAS NV)

IN

07/24/2001 - 12/19/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

07/24/2001 - 12/19/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

KS

03/09/2001 - 07/18/2001

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 03/29/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cheryl Ann Constantino.
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