Broker Check

Team

 

Clinton Akerberg

Personal CFO, Managing Partner

(515)277-6462

clinton@wealthcg.com

An entrepreneur by nature with a passion for finance, Clinton’s core competency lies in identifying effective and efficient solutions to complex problems. Just as a business employs a CFO to coordinate the many aspects of its...
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Nikki Reichardt

Director of Client Relations, Office Manager

(515)277-6462

nikki@wealthcg.com

Nikki’s core competency is her in-depth knowledge of wealth management and tax implications as well as her genuine care for our clients’ needs and attention to detail when assisting with the implementing their Personal...
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Jackie Akerberg

Operations Manager

(515) 277-6462

jackie@wealthcg.com

Jackie’s core competency becomes apparent in her love for organization. She ensures we have a process to support everything we do. This makes her a perfect fit for the Wealth Consulting Group team, as an organization is a key...

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Brinkley Akerberg

Mascot

Brinkley, an English Golden Retriever is our undisputed mascot. He has a gentle soul and is impeccably well mannered.

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Raymond Bell

Advanced Insurance Consultant

With over 20 years of industry experience, Ray is a well-respected professional in advanced underwriting, large case design and negotiation. Before joining the Wealth Consulting Group, Ray was an internal wholesaler at Sun Life and...
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Amber Kodad, MBA, CFP®

Director, Advisor Resource Center/Financial Planning

Director, Advisor Resource Center/Financial Planning Master’s in Business Administration (MBA) Bachelor of Science, Financial Services Series 7 and Series 63 Securities Registrations held through LPL Financial. Registered...

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