Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheri? Claim Your ProfileSheri Gordon is an investment advisor representative at The Wealth Consulting Group, a firm headquartered in Las Vegas, NV. Sheri has been working in the financial industry since 1999. Sheri has a broad range of experience and has previously worked at several other financial firms. Sheri provides financial planning, portfolio management and selection of other advisors services to individuals, families, and businesses.
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.
1
2
KS
07/17/2023 - Present
THE Wealth Consulting Group (Overland Park KS)
KS
03/16/2023 - 09/11/2023
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
12/17/2020 - 06/23/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Leawood KS)
KS
03/30/2020 - 12/17/2020
WELLS FARGO CLEARING SERVICES, LLC (OVERLAND PARK KS)
KS
06/29/2011 - 01/15/2020
U.S. BANCORP INVESTMENTS, INC. (OVERLAND PARK KS)
KS
07/21/2009 - 06/16/2011
OPPENHEIMER & CO. INC. (LEAWOOD KS)
KS
06/01/2009 - 07/22/2009
MORGAN STANLEY SMITH BARNEY (OVERLAND PARK KS)
KS
10/08/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OVERLAND PARK KS)
MO
09/27/2006 - 10/18/2007
CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)
KS
08/12/2006 - 09/22/2006
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
KS
06/06/2000 - 08/12/2006
PIPER JAFFRAY & CO. (LEAWOOD KS)
NY
06/09/1999 - 10/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
03/09/1999 - 05/12/1999
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
IA
Issued 05/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sheri Gordon is the right advisor for you? Invested Better is here to help.
