Fred SchellpeperCRD Number: 3178954
Current Firm: Wealthplan Partners
Fred Schellpeper (CRD# 3178954) is an Investment Advisor Representative working at Wealthplan Partners in Norfolk, NE and has over 17 years of experience in the finance industry.
Commonwealth Financial Network
Securities America Advisors, Inc.
Commonwealth Financial Network
|Wealthplan Partners||Omaha, NE||Nov 2015 - Current||< 1|
|Lpl Financial, LLC||Norfolk, NE||Nov 2015 - Current||< 1|
|Sundance Investments||Norfolk, NE||Mar 2014 - Current||2|
|Battle Creek State Bank||Battle Creek, NE||Jan 2011 - Current||5|
|Elkhorn Valley Econ Dev/sandy Z LLC||Norfolk, NE||Jan 2007 - Current||9|
|Thermal Design||Madison, NE||Oct 1983 - Current||33|
|Ameritas Financial Center||Norfolk, NE||Apr 1999 - Nov 2015||16|
|Ameritas Life Insurance Corp.||Lincoln, NE||Jan 1999 - Nov 2015||16|
|Ameritas Investment Corp.||Lincoln, NE||Jan 1999 - Nov 2015||16|
|Twin Valley Financial Benchmark||Norfolk, NE||Mar 2002 - Jan 2013||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,657MILLIONS
Total Number of Accounts12,200ACCOUNTS
Average Account Value$135,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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