Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Menees is a financial advisor in Overland Park, Kansas. Robert has been in the financial industry since 1992. Robert currently works for The Wealth Consulting Group. Robert is a licensed investment advisor representative (IAR) with licenses in Kansas, New York and Texas. Robert is also registered as a financial advisor in 22 states. Robert has a variety of certifications, including the Series 6, 7, 63 and 66 exams. Robert has experience in financial planning, pension consulting and selection of other advisors. Robert also provides investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm.
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
KS
07/19/2023 - Present
THE Wealth Consulting Group (Overland Park KS)
KS
06/01/2009 - 12/10/2009
MORGAN STANLEY SMITH BARNEY (LEAWOOD KS)
KS
06/22/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LEAWOOD KS)
KS
04/20/1998 - 06/26/2007
EDWARD JONES (PRAIRIE VILLAGE KS)
OH
11/24/1992 - 04/19/1998
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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