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Detailed Report
JOSHUA KENT LEWIS
JOSHUA K LEWIS
CRD#: 6157661
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Investment Adviser
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Previous Broker
THE WEALTH CONSULTING GROUPCRD#: 173194 6800 College Blvd. Suite 630
Overland Park, KS 66211
Registration History
201320142015201620172018201920202021202220232024202520262 FIRMS2013 - 2019 (6 years)IATHE WEALTH CONSULTING GROUP (CRD# 173194)2023 - Present (1 year)IAV WEALTH ADVISORS LLC (CRD# 153278)2019 - 2023 (4 years)
Disclosure(s)
View By:
9/23/2019
Customer Dispute
Closed-No Action
3/8/2019
Employment Separation After Allegations
2/20/2019
Customer Dispute
Settled
License(s)

State Registrations

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Kansas 7/17/2023
Current Registration(s)
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THE WEALTH CONSULTING GROUP (CRD#:173194)
6800 College Blvd. Suite 630, Overland Park, KS 66211
Registered with this firm since 7/17/2023
Previous Registration(s)
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 04/16/2019 - 12/31/2023 V WEALTH ADVISORS LLC (CRD#:153278) OVERLAND PARK, KS
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 03/08/2013 - 03/13/2019 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) Overland Park, KS
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 02/19/2013 - 03/13/2019 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) Overland Park, KS
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.