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.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bellwether Advisors, Llc Dba Bellwether Wealth | Lincoln, NE | Mar 2019 - Current | 5 |
| Purshe Kaplan Sterling Investment | Albany, NY | Mar 2019 - Current | 5 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Mar 2019 | 2 |
| Nfp Securities | Austin, TX | Sep 2003 - Apr 2016 | 12 |
| Ameritas Life Insurance Corp | Lincoln, NE | Jun 2000 - Apr 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
- LA
- NE
- TX
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Total Assets Under Management517MILLIONS
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Total Number of Accounts1,119ACCOUNTS
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Average Account Value$461,675
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, NC, NE, NH, OH, OR, PA, TN, TX, WI
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