James Schank has been an investment adviser representative at PCG Wealth Advisors since January 2018, and is not listed among the firm’s executive officers or direct owners.
PCG Wealth Advisors, LLC is an Overland Park, KS firm with $931M under management, 1,959 clients and 24 advisers across 7 offices, as of its June 2026 filing.
James Schank’s longest registration was 9 years at Waddell & Reed (2007–2017). Before joining PCG Wealth Advisors in 2018, James Schank was registered through Waddell & Reed.
- PCG Wealth ManagementCurrent– present · 8 yearsOverland Park, KS · Adviser representative · Firm CRD 290977
- Waddell & Reed– · 9 yearsLeawood, KS · Adviser representative · Firm CRD 866
Investment adviser representative registrations
James Schank is registered as an investment adviser representative in Missouri, since December 2018.
- MissouriSince 14 December 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 October 2007 |
| Series 7 | General Securities Representative Examination | 2 October 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Michael Schank
- CRD
- 5414518
- Firm
- PCG Wealth Advisors · CRD 290977
- Office
- 5700 W. 112TH STREET,, SUITE 120, Overland Park, KS 66211
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does James Schank work?
James Schank is an investment adviser representative registered through PCG Wealth Advisors, LLC since January 2018, and is not listed among the firm’s executive officers or direct owners.
Is James Schank a financial advisor?
Yes. James Schank has a current investment-adviser registration in Missouri, through PCG Wealth Advisors since January 2018.
How many years of experience does James Schank have?
James Schank has 19 years in the financial industry, since October 2007, across 2 adviser firms.
What exams has James Schank passed?
James Schank has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2007. FINRA credited James Schank with the SIE, which began in October 2018.
Where did James Schank work before PCG Wealth Advisors?
Before PCG Wealth Advisors, James Schank was registered through Waddell & Reed, October 2007 to January 2017.
Where is James Schank based?
James Schank’s registered office is in Overland Park, KS.
Is James Schank registered with FINRA?
Yes. James Schank has a current broker registration, under CRD 5414518.
Source: FINRA BrokerCheck
How can I verify James Schank’s record?
Search CRD 5414518 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Schank’s full registration record.
