Please complete the CAPTCHA to continue
@lpl.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Darlene Shipe, Csric® is listed as Partner, Wealth Manager at Edmond Wealth Management at The Wealth Consulting Group, a company with 43 employees, based in Edmond, Oklahoma, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Darlene Shipe, Csric®.
Darlene Shipe, Csric® previously worked as Wealth Manager at The Wealth Consulting Group and Partner, Wealth Manager at Edmond Wealth Management. Darlene Shipe, Csric® studied at Rose State College.
This section adds company-level context without repeating Darlene Shipe, Csric®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Darlene Shipe, Csric®. Compare company email patterns before reaching out.
Coordination of your financial affairs is a huge challenge! Understanding investing, taxes, insurance, and long-term planning prove to be difficult for the average family or small business. In a world full of change and turmoil, finances often push people over the edge to the point of financial neglect. So what is the answer?Darlene Shipe manages assets and focuses on mediating risk for a select group of successful families. She can help you coordinate your financial affairs through various stages of life. You receive a customized strategy which supports your lifestyle. Financial confidence from complete and total organization helps you pursue your goals with less stress! Disclosure:• Please note that current regulatory policy does not allow me to receive endorsements of skills & expertise.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• For a list of states in which I am/we are registered to do business, please visit www.EdmondWealthManagement.com.
Listed skills include Investments, Portfolio Management, Asset Management, Qualified Retirement Plans, and 46 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
The Wealth Consulting Group has served the diverse financial and wealth planning needs of accomplished individuals, families and businesses seeking objective advice and sophisticated financial strategies.
Edmond, OK
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC, and Edmond Wealth Management are separate entities from LPL Financial.
Oklahoma
Oklahoma City
Oklahoma City, Oklahoma Area
Oklahoma City, Oklahoma Area
Worked for firms that are now known as Banc of America Investment Services.
Other employees you can reach at wealthcg.com. View company contacts for 43 employees →
Michael Woitkoski
Colleague at The Wealth Consulting Group
San Diego, California, United States, United States
View →
JA
Jeremy Anderson
Colleague at The Wealth Consulting Group
Las Vegas, Nevada, United States, United States
View →
RM
Rey M. Julian
Colleague at The Wealth Consulting Group
San Diego, California, United States, United States
View →
CJ
Courtney James
Colleague at The Wealth Consulting Group
Greater Houston, United States
View →
C(
Carla (Ng) Yuan
Colleague at The Wealth Consulting Group
Cupertino, California, United States, United States
View →
CL
Cristian Lopez
Colleague at The Wealth Consulting Group
United States, United States
View →
JD
Joel Drake
Colleague at The Wealth Consulting Group
Des Moines, Iowa, United States, United States
View →
MC
Michelle Cooley
Colleague at The Wealth Consulting Group
Fort Worth, Texas, United States, United States
View →
WO
William O'Connell, Cfp®
Colleague at The Wealth Consulting Group
San Diego, California, United States, United States
View →
CC
Cheryl Constantino, Mba, Cfp®
Colleague at The Wealth Consulting Group
Las Vegas, Nevada, United States, United States
View →
Quick answers generated from the profile data available on this page.
Darlene Shipe, Csric® works for The Wealth Consulting Group.
Darlene Shipe, Csric® is listed as Partner, Wealth Manager at Edmond Wealth Management at The Wealth Consulting Group.
AeroLeads has found 1 work email signal at @lpl.com for Darlene Shipe, Csric® at The Wealth Consulting Group.
Darlene Shipe, Csric® is based in Edmond, Oklahoma, United States while working with The Wealth Consulting Group.
Darlene Shipe, Csric® has worked for The Wealth Consulting Group, Edmond Wealth Management, Lpl Financial, Householder Group Estate & Retirement Specialists, Llc, and Ibc Investments.
Darlene Shipe, Csric®'s colleagues at The Wealth Consulting Group include Michael Woitkoski, Jeremy Anderson, Rey M. Julian, Courtney James, and Carla (Ng) Yuan.
You can use AeroLeads to view verified contact signals for Darlene Shipe, Csric® at The Wealth Consulting Group, including work email, phone, and LinkedIn data when available.
Darlene Shipe, Csric® studied at Rose State College.
Darlene Shipe, Csric® is listed with skills including Investments, Portfolio Management, Asset Management, Qualified Retirement Plans, Retirement Planning, Retirement Plan Consulting, Equities, and Finance.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts