Robert Charles Wright
Investment Adviser Representative at PCG Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Charles Wright is an investment adviser representative in Excelsior, MO, currently registered with PCG Wealth Management and LPL Financial LLC. They have worked in the securities industry since 1996 and were previously registered with Waddell & REED. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Kansas, Missouri, and Texas.
Registrations & licenses
- Investment adviser:
- Kansas, Missouri, Texas
- Broker:
34 states and territories
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Waddell & REED, Inc.Dec 1994 – Dec 2017Overland Park, KS
- Various Insurance Carriers FOR W&r Insurance AgenciesApr 1996 – Sep 2017Lee's Summit, MO
- GAMA Board MemberJul 2016 – Jul 2018Falls Church, VA
- Rob's PlaceJul 2016 – Jul 2017Prospect, KY
- Farmers InsuranceMar 2018 – Mar 2019Raymore, MO
- Farmers Financial SolutionsMar 2019 – Mar 2019Raymore, MO
- LPL Financial LLCMay 2019 – no end date reportedExcelsior Springs, MO
- PCG Wealth Advisors, LLCAug 2019 – no end date reportedExcelsior, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PCG Wealth Management
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
PCG offers income distribution planning built for tax efficiency, risk management planning, and customized financial strategies developed with advisors. They also provide calculators, tax resources, and a glossary.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Overland Park, KS
- SEC file number:
- 801-112183
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 11, 2026
View full firm profileOther advisors at PCG Wealth Management
Showing 12 of 18 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Charles Wright 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.
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