Fred Schellpeper
Fred Schellpeper is a registered investment advisor at The Wealth Consulting Group, based in Norfolk, NE, with 27 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
100 N. 34th St., Ste. F, Norfolk, NE, 68701
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Fred operates Sundance Investments as a DBA for his LPL business and provides investment advisory services through WCG Wealth Advisors, LLC. He also serves as a board member for Battle Creek State Bank Inc., owns rental real estate, sells insurance products, is a notary public, and is a manager for F & M Farm and Ranch LLC.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
Silverleaf Advisor Group, LLC
Wealthplan Partners
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.