Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton Akerberg is a registered representative of The Wealth Consulting Group. Clinton is a financial advisor with over 15 years of experience in the financial services industry. Clinton specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Clinton holds the Series 7 and Series 66 securities licenses and is registered in multiple states. Clinton has held previous positions with VSR Financial Services, Inc., Securian Financial Services, Inc., and Ameriprise Financial Services, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NV
05/19/2017 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
IA
09/01/2016 - 05/26/2017
SUMMIT BROKERAGE SERVICES, INC. (DES MOINES IA)
IA
06/01/2010 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (DES MOINES IA)
IA
06/16/2009 - 06/02/2010
SECURIAN FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
IA
01/03/2007 - 05/28/2009
VSR FINANCIAL SERVICES, INC. (CLIVE IA)
IA
06/23/2004 - 01/03/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CLIVE IA)
IA
12/16/2006 - 12/18/2006
VSR FINANCIAL SERVICES, INC. (CLIVE IA)
MN
06/23/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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