Lindsay Schellpeper
Lindsay Schellpeper is a registered investment advisor at The Wealth Consulting Group, based in Norfolk, NE, with 20 years of industry experience. Lindsay 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
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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.
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Lindsay operates Sundance Investments as a DBA for LPL business since 2018 and Sundance Investments, LLC as a Registered Investment Advisor DBA since 2023, dedicating full-time hours to each. Lindsay also provides investment advisory services through WCG Wealth Advisors, LLC, starting in 2022, also dedicating full-time hours.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
Silverleaf Advisor Group, LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations6 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.