Norfolk, NE Office

Team
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The Wealth Consulting Group logo

The Wealth Consulting Group

Multi-team

Firm-wide stats for The Wealth Consulting Group

Total advisors

130

Across 58 offices

Clients per advisor

97 Very High

Avg AUM per client

$466,923 Low

HNW client ratio

33% High

About

The Wealth Consulting Group is an SEC‑registered wealth management firm that provides advisory services to a mix of individual clients (including high‑net‑worth individuals), corporate clients, retirement plans, and trusts. Services include discretionary portfolio management, financial planning and consulting, access to third‑party money managers and sponsored wrap programs, and implementation through major custodial platforms.

The firm tailors strategies to client goals and risk tolerances using a mix of fundamental, technical, macroeconomic, and quantitative analysis, and it manages portfolios with periodic review and rebalancing. WCG deploys both active and passive investments, model portfolios and SMA/MP platforms, and offers an advisor‑enhanced, algorithmic Guided Wealth Portfolios service that incorporates automated tax‑lot selection and tax‑harvesting features.

Distinctive features include the firm’s legal and implementation support model: some supervised persons are licensed attorneys and WCG facilitates estate‑document preparation and referrals to attorneys and other legal specialists via third‑party vendors. At an enterprise scale, it also operates a multi‑platform business with dually registered advisors and formal relationships with LPL, Schwab, and Fidelity, and it combines traditional advisor oversight with outsourced managers and digital model portfolios.

Based on The Wealth Consulting Group

Expertise

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management

Based on The Wealth Consulting Group

Occupation focus

Founder/Business Owner Executive

Based on The Wealth Consulting Group

Demographic focus

SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Based on The Wealth Consulting Group

Location

100 N. 34th St., Ste. F

Norfolk NE 68701

Advisors at this office

2

Advisors at this office

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Fred S

Series 66

Norfolk, NE

The Wealth Consulting Group

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.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Lindsay S

Series 66

Norfolk, NE

The Wealth Consulting Group

Lindsay Schellpeper is a financial advisor with The Wealth Consulting Group in Norfolk, Nebraska, holding a Series 66 designation and 21 years of industry experience. She has worked at firms including LPL Financial LLC, Silverleaf Advisor Group (Sundance Investments), and Cetera Advisor LLC. Schellpeper provides investment advisory services through WCG Wealth Advisors, an independent registered investment advisory firm. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, access to third-party money managers, and multiple investment platforms, combining active and passive strategies with periodic portfolio review and rebalancing.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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