Thomas Blumer
Thomas Blumer is a registered investment advisor at The Wealth Consulting Group, based in Overland Park, KS, with 30 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
6800 College Blvd. Suite 630, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business ActivitiesSells Insurance
Thomas operates several DBAs and entities related to his investment advisory services through LPL Business and WCG Wealth Advisors, LLC, dedicating full-time hours to these activities. He also works as an insurance agent for non-variable insurance through Crump/Ash and V Wealth Advisors, LLC, spending a few hours per week on these insurance-related activities.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
V Wealth Advisors LLC
LPL Financial LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Umb Scout Brokerage Services, INC.
Umb Scout Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.