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Steven Milbourn

THE Wealth Consulting Group

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About Steven Milbourn

Steven Milbourn is a registered investment advisor representative with The Wealth Consulting Group, based in LAS VEGAS, NV. Steven is a licensed investment advisor representative in multiple states, including California, New York, and Texas. Steven has held licenses with LPL Financial and Cornerstone Wealth Management. Steven offers financial planning, pension consulting, and portfolio management services to individuals and businesses. Steven also provides services to charitable organizations and pension and profit-sharing plans. Steven has been in the financial services industry for over five years and has a strong understanding of the investment markets. Steven is committed to providing his clients with personalized financial advice to help them reach their financial goals.

Firm Information

Steven Milbourn 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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Steven Milbourn’s Registration & Firm History

NV

11/30/2023 - Present

THE Wealth Consulting Group (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 11/07/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/11/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Milbourn.
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