Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Gwinn is an Investment Advisor Representative at The Wealth Consulting Group. Isaac has been in the financial services industry for over 6 years. He is a Certified Financial Planner® and has a Series 65 license. Isaac is registered with the state of Kansas and Ohio. His firm specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Isaac is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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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KS
05/31/2024 - Present
THE Wealth Consulting Group (Ottawa KS)
IA
Issued 04/14/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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