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Detailed Report
FRED WILLIAM SCHELLPEPER JR
CRD#: 3178954
IA
Investment Adviser
B
Broker
THE WEALTH CONSULTING GROUPCRD#: 173194 100 N. 34th St., Ste. F
Norfolk, NE 68701
LPL FINANCIAL LLCCRD#: 6413 100 N 34TH ST, STE F
NORFOLK, NE 68701
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS1999 - 2015 (16 years)IATHE WEALTH CONSULTING GROUP (CRD# 173194)2022 - Present (2 years)BLPL FINANCIAL LLC (CRD# 6413)2015 - Present (9 years)IASILVERLEAF ADVISOR GROUP, LLC (CRD# 286071)2017 - 2022 (5 years)IAWEALTHPLAN PARTNERS (CRD# 158935)2015 - 2017 (1 year)
Disclosure(s)
View By:
10/16/2002
Customer Dispute
Settled
License(s)

State Registrations

B
Arizona 11/19/2015
B
Nebraska 11/23/2015
B
California 11/19/2015
IA
Nebraska 4/6/2022
B
Colorado 11/19/2015
B
New Mexico 11/24/2015
B
Florida 11/19/2015
B
North Carolina 11/25/2015
B
Georgia 11/23/2015
B
Ohio 11/19/2015
B
Illinois 11/19/2015
B
Oklahoma 5/26/2016
B
Indiana 7/7/2017
B
Pennsylvania 9/20/2023
B
Iowa 11/19/2015
B
South Carolina 11/19/2015
B
Kansas 11/19/2015
B
South Dakota 11/19/2015
B
Louisiana 12/12/2019
B
Texas 11/19/2015
B
Massachusetts 11/19/2015
IA
Texas 1/7/2025
B
Minnesota 11/19/2015
B
Wyoming 11/27/2024
B
Missouri 11/19/2015

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
THE WEALTH CONSULTING GROUP (CRD#:173194)
100 N. 34th St., Ste. F, Norfolk, NE 68701
Registered with this firm since 4/6/2022
B
LPL FINANCIAL LLC (CRD#:6413)
100 N 34TH ST, STE F, NORFOLK, NE 68701
Registered with this firm since 11/19/2015
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 03/20/2017 - 03/30/2022 SILVERLEAF ADVISOR GROUP, LLC (CRD#:286071) Norfolk, NE
IA
 11/23/2015 - 05/01/2017 WEALTHPLAN PARTNERS (CRD#:158935) Norfolk, NE
IA
 06/10/1999 - 12/18/2015 AMERITAS INVESTMENT CORP (CRD#:14869) NORFOLK, NE
B
 02/08/1999 - 12/18/2015 AMERITAS INVESTMENT CORP. (CRD#:14869) NORFOLK, NE
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.