Fred William Schellpeper
Investment adviser representative at The Wealth Consulting Group
43 yearsExperience
2 statesRegistered in
$6.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
43 years in the industry.
- The Wealth Consulting GroupApr 2022 to now
- Wcg Wealth Advisors, LLCMar 2022 to now
- LPL Financial, LLCNov 2015 to now
- Sundance InvestmentsMar 2014 to now
- Battle Creek State BankJan 2011 to now
- Elkhorn Valley Econ Dev/sandy Z LLCJan 2007 to now
- Thermal DesignOct 1983 to now
- Silverleaf Advisor Group, LLCMar 2017 to Mar 2022
- Wealthplan PartnersNov 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
The Wealth Consulting Group
Legal name: Wcg Wealth Advisors, LLC
$6.3BAssets managed
12,940Clients
127Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3178954
- Firm CRD
- 173194