The Wealth Consulting Group
Clinton E. Akerberg, CSRIC™ has over a decade of experience in the wealth management industry. Clinton E. currently serves as the Managing Partner and Personal CFO at The Wealth Consulting Group, where they focus on comprehensive wealth management for affluent families. Prior to this, Clinton was the CEO at Disciplined Equities and also served as the CEO and Wealth Advisor at Disciplined Equities Management. Clinton E. began their career in wealth management at Liberty Bank, where they worked in wealth management for four years. Clinton is committed to providing honest and transparent financial advice to their clients.
Clinton E. Akerberg, CSRIC™, began their education at Iowa State University's Ivy College of Business in 2000. There, they pursued a Bachelor of Science degree in Finance and International Business, graduating in 2004. Years later, they attended Kaplan University, where they studied Sustainable Investing and earned the title of Chartered SRI Counselor (CSRIC™) in 2022.
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The Wealth Consulting Group
A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit www.wealthcg.com .