Lynn Bilodeau
Lynn Bilodeau is a registered investment advisor at The Wealth Consulting Group, based in Edmond, OK, with 17 years of industry experience. Lynn 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
212 East 2nd Street, Edmond, OK, 73034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lynn is an owner of a business entity for tax/investment purposes, an agent for non-variable insurance, and an attorney/owner of Lynn Bilodeau, PLLC. She also provides investment advisory services through WCG Wealth Advisors, LLC, spending about 10-20% of her time on this activity, and acts as a guardian on LPL Roth IRA accounts for her grandsons and as a notary public.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
Householder Group Estate & Retirement Specialists
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
Ibc InvestmentsBroker
State Registrations3 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.