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Current Employers
The Wealth Consulting Group

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-04-06
  • NE RA
    APPROVED
    Since 2022-04-06

Branch Locations

100 N. 34Th St., Ste. F, Norfolk, NE 68701 • United States

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Llc Denver CO 05/2016 08/2018
Lpl Financial Llc Norfolk NE 08/2018 Present
Silverleaf Advisor Group, Llc (Sundance Investments) Norfolk NE 09/2018 03/2022
Wcg Wealth Advisors, Llc Norfolk NE 03/2022 Present
  • 05/2016 → 08/2018
    Cetera Advisor Llc
    Denver, CO
  • 08/2018 → Present
    Lpl Financial Llc
    Norfolk, NE
  • 09/2018 → 03/2022
    Silverleaf Advisor Group, Llc (Sundance Investments)
    Norfolk, NE
  • 03/2022 → Present
    Wcg Wealth Advisors, Llc
    Norfolk, NE
Previous Registrations
  • 2018-09-28 → 2022-03-30
    Silverleaf Advisor Group, Llc
    Norfolk, NE
    Omaha, NE
  • 2016-07-08 → 2018-09-14
    Cetera Advisors Llc
    Greenwood Village, CO
  • 2009-11-20 → 2015-12-31
    Ameritas Investment Company, Llc
    Lincoln, NE
    Lincoln, NE
    Lincoln, NE
    Lincoln, NE
Other Businesses

1. 8/31/2018 - Sundance Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 09/01/2018 - 240 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 04/26/2022- WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/31/2022 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC , an independent investment advisor firm. I started this business activity in 04/2022. I expect to spend approximately 160 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.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial. 3. 04/27/2022 - WCG Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/31/2022 - 160 Hours Per Month/7 Hours During Securities Trading 4. 05/23/2023 - Sundance Investments, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/18/2023 - 160 Hours Per Month/ 6 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-13
  • S66 Uniform Combined State Law Examination
    2009-11-13
Other Names
  • Lindsay June Schellpeper
  • Lindsay June Schellpeper
  • Lindsay June Wigen

View on SEC IAPD

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