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Lynn Joseph Bilodeau

Investment adviser representative at The Wealth Consulting Group
30 yearsExperience
1 stateRegistered 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

30 years in the industry.

  1. The Wealth Consulting GroupJul 2021 to now
  2. Wcg Wealth Advisors, LLC (dba: the Wealth Consulting Group)Jul 2021 to now
  3. LPL Financial LLCNov 2013 to now
  4. Lynn J. BilodeauFeb 1996 to now
  5. Householder Group Estate & Retirement SpecialistsNov 2013 to Jul 2021
  6. Householder Group Financial Advisors, LLCAug 2011 to Jul 2021

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (OK).

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
4499122
Firm CRD
173194
Advisor's SEC record (opens in a new tab)
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