Bellwether Wealth

Bellwether Wealth (CRD# 300012) is a financial advisory firm headquartered in Lincoln, NE. They manage $516,613,791 in 1,119 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
140 North 8th Street, Suite 210, Lincoln, NE 68508
https://vimeo.com/search?q=bellwether%20wealth
By the Numbers
  • Total Assets Under Management
    517
    MILLION
  • Total Number of Accounts
    1,119
    ACCOUNTS
  • Average Account Value
    $461,675
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, NC, NE, NH, OH, OR, PA, TN, TX, WI

Financial Advisors at Bellwether Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Alan Beaulieu, financial advisor Lincoln NE
Alan N. Beaulieu
CRD#: 5740382
140 North 8th Street, Suite 210, Lincoln, NE 68508

Alan Beaulieu (CRD# 5740382) is an Investment Advisor Representative working at Bellwether Wealth in Lincoln, NE and has over 14 years of experience in the finance industry.

2
Brian Beaulieu, financial advisor Manchester NH
Brian L. Beaulieu
CRD#: 5740383
77 Sundial Ave, Suite 510w, Manchester, NH 03103

Brian Beaulieu (CRD# 5740383) is an Investment Advisor Representative working at Bellwether Wealth in Manchester, NH and has over 14 years of experience in the finance industry.

3
Clark Bellin, financial advisor Lincoln NE
Clark S. Bellin
CRD#: 2879015
140 North 8th Street, Suite 210, Lincoln, NE 68508

Clark Bellin (CRD# 2879015) is an Investment Advisor Representative working at Bellwether Wealth in Lincoln, NE and has over 26 years of experience in the finance industry.

4
Marvin Brinkman, financial advisor Lincoln NE
Marvin G. Brinkman
CRD#: 2992201
140 North 8th Street, Suite 210, Lincoln, NE 68508

Marvin Brinkman (CRD# 2992201) is an Investment Advisor Representative working at Bellwether Wealth in Lincoln, NE and has over 26 years of experience in the finance industry.

5
Larry Freie, financial advisor Lincoln NE
Larry D. Freie
CRD#: 1236742
140 North 8th Street, Suite 210, Lincoln, NE 68508

Larry Freie (CRD# 1236742) is an Investment Advisor Representative working at Bellwether Wealth in Lincoln, NE and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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