Lynn
Bilodeau

The Wealth Consulting Group

CRD#4499122
Investment Advisor
in Edmond, OK

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About this Advisor

Lynn Bilodeau is a financial advisor working out of Edmond, Oklahoma with 2 years of relevant experience. Bilodeau currently works for The Wealth Consulting Group. Over the course of their career, they have held roles at Lynn J. Bilodeau, Securities Service Network, Householder Group Financial Advisors, LLC, Lpl Financial LLC, Householder Group Estate & Retirement Specialists and Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group). Bilodeau has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Oklahoma. The Wealth Consulting Group is a registered investment firm based in Las Vegas, NV. It has offices in 34 locations and a total of 131 employees. It handles $3 billion in assets under management among its 11,436 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 28 charitable organizations. Of its 11,436 customer accounts, 35% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The Wealth Consulting Group performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on which services the firm provides the client. Fee types billed by The Wealth Consulting Group most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

212 East 2Nd Street
Edmond, OK 73034

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$2,795,803,920

OK Average: $664,206,839
Total Number of Employees

131

OK Average: 10
Total Number of Accounts

11,436

OK Average: 1,698
Average Account Size

$244,474

OK Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Lynn Bilodeau Work History

Lynn has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group)

2013 - Present (11 years)

Lpl Financial LLC

1996 - Present (28 years)

Lynn J. Bilodeau

2013 - 2021 (8 years)

Householder Group Estate & Retirement Specialists

2011 - 2013 (2 years)

Securities Service Network

2011 - 2021 (10 years)

Householder Group Financial Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lynn Bilodeau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Wealth Consulting Group

Nathan Newman
Las Vegas, NV
Renee Lee
Albuquerque, NM
Timothy Oshei
Las Vegas, NV
Mark Starr
Las Vegas, NV
Brian Midtbo
Englewood, CO
Morgan Davis
San Diego, CA
Michael Peters
Las Vegas, NV
Megan Wilsey
Carlsbad, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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