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Craig Michael McBarnes

THE Wealth Consulting Group

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About Craig Michael McBarnes

Craig McBarnes is a financial advisor who is registered with the state of California and Texas. He provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Craig is employed by The Wealth Consulting Group, an independent investment advisor firm, which has an office located in Palm Desert, California. Craig is an experienced financial advisor with a focus on providing customized financial solutions to clients. He is committed to helping his clients achieve their financial goals.

Firm Information

Craig McBarnes 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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Craig McBarnes’s Registration & Firm History

NV

06/14/2023 - Present

THE Wealth Consulting Group (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 06/01/2023

Series 66 - Uniform Combined State Law Examination

IA

Issued 06/06/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Michael McBarnes.
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