Fred Schellpeper, financial advisor Norfolk NE
83 score

Fred Schellpeper

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Fred W. Schellpeper
Phone Number: 402-333-5454
Firm Website: http://feltzwp.com
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    1,657
    MILLIONS
  • Total Number of Accounts
    12,200
    ACCOUNTS
  • Average Account Value
    $135,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
83

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