Lynn Joseph Bilodeau

Current Employers

Employment History

• 02/1996 → Present
  Lynn J. Bilodeau
  Edmond, OK
• 08/2011 → 07/2021
  Householder Group Financial Advisors, Llc
  Edmond, OK
• 11/2013 → Present
  Lpl Financial Llc
  Edmond, OK
• 11/2013 → 07/2021
  Householder Group Estate & Retirement Specialists
  Edmond, OK
• 07/2021 → Present
  Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group)
  Edmond, OK

Previous Registrations

• 2013-11-19 → 2021-09-09
  Householder Group Estate & Retirement Specialists
  Edmond, OK
  Edmond, OK
• 2011-09-20 → 2013-11-20
  Householder Group Financial Advisors, Llc
  Edmond, OK

Other Businesses

1. 11/15/2013: Financial Advisor - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Owner. 2. 11/15/2013: Lynn Bilodeau - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Agent. 3. 2/01/1996: Lynn Bilodeau, PLLC - Other - At Reported Business Location(s) - Attorney / Law Practice - Owner. 4. 7/28/2021 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/19/2021 - 25 Hours Per Month/18 Hours During Securities Trading - Time Spent 33% - I provide investment advisory services through WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 25 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 7/28/2021 - WCG Wealth Advisors, LLC - DBA: Edmond Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/19/2021 - 25 Hours Per Month/18 Hours During Securities Trading - Time Spent 33% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 25 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 7/28/2021 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/19/2021 - 25 Hours Per Month/18 Hours During Securities Trading - Time Spent 33% - I provide investment advisory services through WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 25 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 8/5/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Started 09/03/2019 - 0 Hours Per Month - Guardian / Secondary Owner on LPL Roth IRA accounts for two (2) grandsons. 8. 12/07/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Start Date: 10/09/2013 - 1 Hour Per Month/1 Hour During Securities Trading - Notary Public-State of Oklahoma. 9. 12/16/2021 - Edmond Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/05/2021 - 12 Hours Per Month During Securities Trading 10. 06/12/2023 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/25/2023 - 15 Hours Per Month/ 10 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-12-16