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LINDSAY JUNE SCHELLPEPER
LINDSAY JUNE WIGEN
CRD#: 4748592
IA
B
THE WEALTH CONSULTING GROUPCRD#: 173194 100 N. 34th St., Ste. F
Norfolk, NE 68701
Norfolk, NE 68701
LPL FINANCIAL LLCCRD#: 6413 100 N 34TH ST, STE F
NORFOLK, NE 68701
NORFOLK, NE 68701
0
Disclosures
19
Years of Experience
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State Registrations
B
Colorado 8/31/2018
IA
Nebraska 4/6/2022
B
Iowa 1/30/2024
IA
New York 7/26/2024
B
Nebraska 8/31/2018
SRO Registrations
B
View Exams Passed by the individual in the detailed report
Learn about permitted activities of registered representatives
Learn about permitted activities of registered principals
IA
Registered with this firm since 4/6/2022
B
Registered with this firm since 8/31/2018
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/28/2018 - 03/30/2022 | Norfolk, NE | |
IA | 07/08/2016 - 09/14/2018 | DENVER, CO | |
B | 07/06/2016 - 09/14/2018 | DENVER, CO | |
IA | 11/20/2009 - 12/31/2015 | LINCOLN, NE | |
B | 09/29/2004 - 12/31/2015 | LINCOLN, NE |
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.