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Craig Michael McBarnes

Investment Adviser Representative at THE Wealth Consulting Group

Palm Desert, CACRD #6151320Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Craig Michael Mcbarnes is an investment adviser representative with The Wealth Consulting Group in Palm Desert, CA, where they have been registered since 2023. They have worked in the securities industry since 2013 and were previously registered with Intrepid Financial Planning Group, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.

Office

41990 Cook Street Suite J-901
Palm Desert, CA 92211

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Texas
Broker:
13 states and territories

Arizona, Arkansas, California, Colorado, Florida, Idaho, Maryland, Michigan, Nevada, New York, Oregon, Texas, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/1/2023
Series 65
Uniform Investment Adviser Law Examination
Passed 6/6/2013
Series 7
General Securities Representative Examination
Passed 5/1/2023
SIE
Securities Industry Essentials Examination
Passed 3/6/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

THE Wealth Consulting GroupCurrent
5/3/2023 – Palm Desert, CA
Intrepid Financial Planning Group, LLC
6/7/2013 – 1/17/2023Carmel, IN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Intrepid Financial Planning Group
    Nov 2012 – Jan 2023Indianapolis, IN
  2. LPL Financial LLC
    Feb 2023 – no end date reportedPalm Desert, CA
  3. THE Wealth Consulting Group
    Feb 2023 – no end date reportedPalm Desert, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About THE Wealth Consulting Group

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
127
Offices listed on AdvisorFinder:
26
Main office:
Las Vegas, NV
SEC file number:
801-80386

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 29, 2026

View full firm profile

Other advisors at THE Wealth Consulting Group

Showing 12 of 127 in the directory

View THE Wealth Consulting Group firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Craig Michael McBarnes has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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