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Dane Michael Brockman

THE Wealth Consulting Group

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About Dane Michael Brockman

Dane Brockman is a financial advisor at The Wealth Consulting Group, a firm with over $1 billion in assets under management. Dane has been in the financial services industry since 2010 and has a wide range of experience in providing investment advice to individuals, families, and businesses. Dane is a Certified Financial Planner™ professional and holds the Series 7 and 66 licenses. The Wealth Consulting Group provides a variety of financial planning and investment advisory services, including portfolio management, retirement planning, and estate planning.

Firm Information

Dane Brockman 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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Dane Brockman’s Registration & Firm History

CA

11/17/2017 - Present

THE Wealth Consulting Group (La Jolla CA)

CA

03/24/2016 - 11/20/2017

1ST GLOBAL CAPITAL CORP. (LA JOLLA CA)

CA

12/14/2015 - 03/07/2016

METLIFE SECURITIES INC. (SAN DIEGO CA)

CA

01/20/2011 - 12/17/2015

UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)

CA

08/19/2010 - 12/22/2010

LPL FINANCIAL CORPORATION (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 08/26/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dane Michael Brockman.
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