DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Fred William Schellpeper
Feed of 09/15/2026
At current firm
4 y
since Apr 6, 2022
In the industry
42 y
since Oct 1, 1983 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- The Wealth Consulting Group independent RIA currentsince Apr 6, 2022 · Norfolk, Ne
- Silverleaf Advisor Group, LLC formerMar 20, 2017 to Mar 30, 2022 · Norfolk, Ne
- Wealthplan Partners formerNov 23, 2015 to May 1, 2017 · Norfolk, Ne
- Ameritas Advisory Services formerJun 10, 1999 to Dec 18, 2015 · Lincoln, Ne
Moves
a registration end followed by a registration begin elsewhere
- Silverleaf Advisor Group, LLC to The Wealth Consulting Groupleft Mar 30, 2022, registered Apr 6, 2022 (7 days) · RIA to RIA · moved with a team
- Wealthplan Partners to Silverleaf Advisor Group, LLCleft May 1, 2017, registered Mar 20, 2017 (-42 days) · Other · moved with a team
- Ameritas Advisory Services to Wealthplan Partnersleft Dec 18, 2015, registered Nov 23, 2015 (-25 days) · Other
Signals
- Fred William Schellpeper left Silverleaf Advisor Group, Llc for The Wealth Consulting Group (registered 2022-04-06)Mar 30, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address