Our Qualifications

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess and pursue your financial goals and insurance needs.

Fred W. Schellpeper Jr.

Fred is a registered Investment Advisor Representative with WealthPLAN Partners. He is also a licensed Life & Health Agent in several states and holds a Series 7 securities registration with LPL Financial and Series 66 registration with both LPL Financial and WealthPLAN Partners. He has been responsible for investment portfolio management, and client education and development for over 15 years. Fred received his Bachelors and Masters degrees in Business Administration with an emphasis on finance. His office is located at 100 North 34th Street Ste F in Norfolk, Nebraska.

Prior to working with LPL Financial, Fred served at Farm Credit Services of the Midlands for 18 years. As a senior lender, he managed loan portfolio commitments with clients in Nebraska, Texas, Oklahoma, South Dakota, and Kansas. In his most recent position of Senior Vice President of the Agribusiness Finance Group, Fred supervised a team of eight senior lenders and support staff.

Community involvement is a priority for Fred, being active in several capcities including Lions Club International, United Way, Behavioral Health Specialists Board of Directors, Battle Creek State Bank Board of Directors, and among others as well.

Fred was involved in the start-up enterprise of the Thermal Design and Quantum Technologies group of companies which has developed energy saving solutions for the building industry for over 30 years. He maintains ownership in the various companies and is board treasuerer.