Darlene Lynn Shipe | Financial Professional | Edmond, Oklahoma | THE WEALTH CONSULTING GROUP

Professional summary

Darlene Lynn Shipe, who also goes by Darlene Lynn Epperly, Darlene Lynn Smith, is a registered financial advisor currently at THE WEALTH CONSULTING GROUP located in Edmond, Oklahoma and LPL FINANCIAL LLC located in Edmond, Oklahoma.

Darlene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Darlene has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darlene Lynn Epperly | Darlene Lynn Smith

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 9/11/14: Shipe Investments LLC - Investment Related - Business Entity For Tax/Investment Purposes Only - 0 Hrs/Mth - 0 Hrs During Trading. 2. 03/02/2020 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Agent - Start Date:03/02/2020 - 5 Hrs/Mth - 5 Hrs During Trading. 3. 07/27/2021 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/19/21 - 240 Hours Per Month/130 Hours During Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC. an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 240 hours per month on this activity. Please see the advisory firm's Form ADV.. 4. 7/28/21 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/19/21 - 240 Hours Per Month/130 Hours During Trading - Time Spent 100% - I provide investment advisory services thru WCG Wealth Advisors, LLC and its DBA The Wealth Consulting Group, an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 240 hours a month on this activity. Please see the advisory firm's Form ADV.. 5. 7/28/21 - WCG Wealth Advisors, LLC - DBA: Edmond Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/19/21 - 240 Hours Per Month/130 Hours During Trading - Time Spent 100% - I provide investment advisory services thru WCG Wealth Advisors, LLC and its DBA Edmond Wealth Management, an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 240 hours per month on this activity. Please see the advisory firm's Form ADV.. 6. 10/05/21 - WCG Wealth Advisors, LLC - DBA: Edmond Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/20/21 - 240 Hours Per Month/130 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 240 hours per month on this activity. Please see the advisory firm's Form ADV.. 7. 12/16/21 - Edmond Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/05/21 - 50 Hours Per Month During Trading. 8. 12/20/21 - Other-Notary Public - Investment Related - At Reported Business Location(s) - Started 08/28/14 - 1 Hour Per Month During Securities Trading 9. 7/6/23 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/12/2023 - 160 Hours Per Month/ 80 Hours During Trading 10. 2/8/24 - Tellus/LWT - Non-Variable Insurance - INV REL- At Reported Business Loc(s)- Start Date 1/8/24- 40 Hrs per Month/ 20 Hrs During Trading 11) 07/10/2025 - Medicare Enrollment - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:07/09/2025 - 4 Hrs/Mth - 0 Hrs During Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darlene Lynn Shipe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 19, 2021 - Present

THE WEALTH CONSULTING GROUP

Office #1: 212 East 2nd Street, Edmond, OK 73034

RIA

CRD#: 173194

EDMOND, OK

Current

November 15, 2013 - Present

LPL FINANCIAL LLC

Office #1: 212 E 2nd St, Edmond, OK 73034

RIA

BD

CRD#: 16361

BOSTON, MA

Past

August 13, 1997 - January 1, 1998

NATIONSSECURITIES

BD

CRD#: 32542

Past

November 16, 1994 - August 13, 1997

BOATMEN'S INVESTMENT SERVICES, INC.

BD

CRD#: 17533

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TW

THE WEALTH CONSULTING GROUP

CRD#: 173194 / SEC#: 801-80386

RIA

Registered Investment Advisory firm - (10/1/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Arkansas
(11/15/2013)

RR

Colorado
(1/30/2023)

RR

Connecticut
(7/3/2025)

RR

Florida
(1/17/2018)

RR

Missouri
(7/14/2020)

RR

Oklahoma
(11/15/2013)

IAR

Oklahoma
(7/19/2021)

RR

Texas
(11/15/2013)

IAR

Texas
(7/19/2021)

RR

Virginia
(11/15/2013)

RR

Washington
(9/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 11/28/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 11/15/1994

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

TW

THE WEALTH CONSULTING GROUP

CRD#: 173194 / SEC#: 801-80386

RIA

Registered Investment Advisory firm - (10/1/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8925 West Post Road 2nd Floor, Las Vegas, NV 89148

Mailing Address

Phone number

(702) 263-1919

Established

Firm type

Fiscal year end

# of Employees

204

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WCG WEALTH ADVISORS WRAP FEE PROGRAM (6/18/2025)

WCG WEALTH ADVISORS PART 2A BROHCURE (6/18/2025)

Regulatory assets under management

Total Number of Accounts	20,129
AUM (Assets Under Management)	$ 5,446,595,206

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Darlene L. Shipe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darlene Lynn Shipe's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC

SECURITIES SERVICE NETWORK, LLC

IBC INVESTMENTS

IBC INVESTMENTS

GEARY SECURITIES, INC.

GEARY SECURITIES, INC.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

RAYMOND JAMES FINANCIAL SERVICES, INC.

IBC INVESTMENTS

BANC OF AMERICA INVESTMENT SERVICES, INC.

NATIONSSECURITIES

BOATMEN'S INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

THE WEALTH CONSULTING GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/1997

Series 63

Date: 11/28/1994

SIE

Date: 10/1/2018

Series 7

Date: 11/15/1994

FINRA

Current Firm

THE WEALTH CONSULTING GROUP

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE WEALTH CONSULTING GROUP

TRUST BUT VERIFY

Contact information

Similar Advisors