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).
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Total Assets Under Management517MILLION
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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
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.
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.
Clark Bellin (CRD# 2879015) is an Investment Advisor Representative working at Bellwether Wealth in Lincoln, NE and has over 27 years of experience in the finance industry.
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.
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.