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Gretchen L Saurage

THE Wealth Consulting Group

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About Gretchen L Saurage

Gretchen Saurage is a financial advisor at The Wealth Consulting Group. Gretchen is a Registered Representative and Investment Advisor Representative licensed in the state of Texas. Gretchen has been in the financial services industry since 2019 and has experience in a variety of roles, including financial advisor, administrative support, and sales. Gretchen is passionate about helping her clients achieve their financial goals. Gretchen has a Series 7TO, Series 63, and Series 65 license and is committed to providing her clients with the highest level of service and expertise.

Firm Information

Gretchen Saurage 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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Gretchen Saurage’s Registration & Firm History

TX

08/03/2024 - Present

THE Wealth Consulting Group (Austin TX)

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Licenses & Designations

IA

Issued 08/02/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/24/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gretchen L Saurage.
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