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Detailed Report
LYNN JOSEPH BILODEAU
CRD#: 4499122
IA
Investment Adviser
B
Broker
THE WEALTH CONSULTING GROUPCRD#: 173194 212 EAST 2ND STREET
EDMOND, OK 73034
LPL FINANCIAL LLCCRD#: 6413 212 E 2ND ST
EDMOND, OK 73034
Registration History
20082010201220142016201820202022202420262 FIRMS2011 - 2013 (2 years)IATHE WEALTH CONSULTING GROUP (CRD# 173194)2021 - Present (3 years)BLPL FINANCIAL LLC (CRD# 6413)2013 - Present (11 years)BIBC INVESTMENTS (CRD# 40286)2008 - 2011 (2 years)IAHOUSEHOLDER GROUP ESTATE & RET... (CRD# 169045)2013 - 2021 (7 years)
License(s)

State Registrations

B
Arkansas 1/5/2024
B
Oklahoma 11/15/2013
B
Colorado 7/15/2022
IA
Oklahoma 7/19/2021

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)
212 EAST 2ND STREET, EDMOND, OK 73034
Registered with this firm since 7/19/2021
B
LPL FINANCIAL LLC (CRD#:6413)
212 E 2ND ST, EDMOND, OK 73034
Registered with this firm since 11/15/2013
Previous Registration(s)
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IA
 11/19/2013 - 09/09/2021 HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS (CRD#:169045) Edmond, OK
IA
 09/20/2011 - 11/20/2013 HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC (CRD#:149564) EDMOND, OK
B
 08/31/2011 - 11/15/2013 SECURITIES SERVICE NETWORK, INC. (CRD#:13318) EDMOND, OK
B
 10/17/2008 - 07/07/2011 IBC INVESTMENTS (CRD#:40286) EDMOND, OK
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.