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Credentials
Series 66
Experience Industry experience
27 years
Location
Norfolk, NE 68701
The Wealth Consulting Group
Multi-team
Fred Schellpeper Jr. is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Silverleaf Advisor Group, LPL Financial, and WealthPlan Partners. Outside of advisory work, he serves as a board member of Battle Creek State Bank and manages a family-owned farm and ranch business. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process utilizing fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs, as well as integrated legal-service pathways.
Based on The Wealth Consulting Group
Based on The Wealth Consulting Group
Based on The Wealth Consulting Group
One-time fixed financial planning engagements typically range from $500 to $10,000 depending on scope and complexity.
$1,000 - $10,000: 2.95% total fee for MWP platform (includes LPL program fee, strategist fee, and advisor fee) $1,000 - $10,000: 2.50% total fee for OMP platform (includes LPL program fee and advisor fee) $250,000+: 2.95% total fee for PWP platform (includes LPL fee, separate account manager fees, and advisor fee) $50,000+: 2.95% total fee for MAS platform (includes LPL program fee, manager fee, and advisor fee) $100,000+: 2.95% total fee for MAN platform (includes LPL program fee, manager fee, and advisor fee) $5,000+: 1.35% total fee for GWP platform (includes LPL program fee and advisor fee)
Advisors may also be registered representatives receiving commissions from LPL Financial; commissions vary by product.
Hourly consulting fees range from $100 to $500 per hour, based on complexity and advisor discretion.
Ongoing financial advice fees charged at a non-negotiable monthly rate; specific amounts vary, billed directly to client.
Account minimum: $1,000 Minimum fee: Financial planning fees generally range from $500 to $10,000; ongoing advice fees range from $500 to $8,000 annually. Fee-only: Financial planning fees generally range from $500 to $10,000; hourly consulting fees range from $100 to $500 per hour.
Norfolk, NE
100 N. 34th St., Ste. F
Norfolk NE 68701
Advisors at this office
2
Nebraska · Texas
27 years of industry experience
WCG Wealth Advisors, LLC
2022 - Present • 4 years
Norfolk, NE
Silverleaf Advisor Group, LLC
2017 - 2022 • 5 years
Norfolk, NE
Lpl Financial, Llc
2015 - Present • 11 years
Norfolk, NE
WealthPlan Partners
2015 - 2017 • 2 years
Omaha, NE
Sundance Investments
2014 - Present • 12 years
Norfolk, NE
Battle Creek State Bank
2011 - Present • 15 years
Battle Creek, NE
Elkhorn Valley Econ Dev/Sandy Z Llc
2007 - Present • 19 years
Norfolk, NE
Thermal Design
1983 - Present • 43 years
Madison, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Norfolk, NE
McMill CPA and Advisors
Andrew Steffensmeier is a financial advisor with McMill CPA and Advisors in Norfolk, NE, holding a Series 65 credential and nine years of industry experience. He has been associated with CBF Wealth Management since 2016 and Christensen Brozek Faltys, PC since 2013. Outside of his advisory role, he serves on the budget committee for the Norfolk Area Chamber of Commerce and is a board member of the Sacred Heart Parish Endowment Committee. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation investment approach grounded in modern portfolio theory, utilizing long-term, buy-and-hold strategies primarily through no-load mutual funds, ETFs, and model portfolios, supported by integrated accounting and administrative services.
Series 65
Norfolk, NE
McMill CPA and Advisors
Jesus Corrales is a financial advisor at McMill CPA and Advisors with a Series 65 credential and two years of industry experience. He has worked at McMill CPA and Advisors since 2021 and previously held positions at AWG and Herbergers. Outside of his advisory role, he serves as treasurer for the Norfolk Area Community Foundation Fund. McMill CPA and Advisors provides investment advisory, financial planning, and retirement plan fiduciary services to a diverse client base. The firm manages approximately $862 million in client assets using an asset-allocation approach grounded in modern portfolio theory and integrates accounting services through McMill CPA, P.C.
Series 65
Norfolk, NE
McMill CPA and Advisors
Clint Weeder is a financial advisor at McMill CPA and Advisors with 10 years of industry experience. He holds a Series 65 credential and has been with McMill CPA and Advisors since 2016. Outside of his advisory role, he serves as Vice President of the Herbolsheimer Estate Homeowners Association in Pierce, Nebraska. McMill CPA and Advisors offers investment advisory, financial planning, and retirement plan fiduciary services to a diverse client base, including individuals, pension plans, trusts, and businesses. The firm employs an asset-allocation approach based on modern portfolio theory, utilizing long-term, buy-and-hold strategies primarily with no-load mutual funds and ETFs, while integrating investment management with its accounting practice.
Series 65
Norfolk, NE
McMill CPA and Advisors
Lynn Laible is a financial advisor at McMill CPA and Advisors with 26 years of industry experience. She holds a Series 65 designation and has worked at Christensen Brozek Faltys PC since 2005 and Christensen Associates, P.C. since 1984. Outside of advising, she serves as president of the board of directors for Teammates of Norfolk and is a board member of the Elkhorn Valley Historical Society. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in assets. The firm employs an asset-allocation approach grounded in modern portfolio theory, using primarily no-load mutual funds and ETFs with ongoing discretionary oversight and reporting.
Series 65
Norfolk, NE
McMill CPA and Advisors
Carter Faltys is a financial advisor at McMill CPA and Advisors in Norfolk, NE, holding a Series 65 designation with three years of industry experience. Prior to joining McMill CPA and Advisors, he worked at Jetsplash Car Wash and Elkhorn Valley Bank. He has a longstanding affiliation with Nebraska Wesleyan University, where he has been involved since 2019. Faltys also serves as a treasurer for Norfolk Secure Inc. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base that includes individuals, pension plans, trusts, and businesses. The firm employs an asset-allocation approach based on modern portfolio theory, using long-term, buy-and-hold strategies implemented primarily through no-load mutual funds and ETFs, and integrates its investment services with an accounting practice that supports a wide range of financial and administrative needs.
Series 65
Norfolk, NE
McMill CPA and Advisors
Sherri Christensen Prim is a financial advisor at McMill CPA and Advisors with 22 years of industry experience. She holds a Series 65 designation and has worked at Christensen Brozek Faltys PC and Christensen Associates, P.C. for over 20 years. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm manages approximately $862 million in client assets, utilizing a long-term, asset-allocation-focused investment approach grounded in modern portfolio theory.
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