Bellwether Wealth

Larry Freie is a financial advisor at Bellwether Wealth in Lincoln, NE, holding the ChFC® designation with 41 years of industry experience. He previously worked at Kestra Investment Services, LLC, UNICO Midlands, LLC, and Ameritas Life Insurance Corp among others. He serves as president of the Willow Springs Homeowners Association. Bellwether Wealth provides discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a “total portfolio” approach combining active and passive strategies, using proprietary models and third-party AI analytics to guide investment decisions.

Clark Bellin is a financial advisor at Bellwether Wealth with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investment, Kestra Financial Services, Nfp Securities, and Ameritas Life Insurance Corp. Outside of his advisory role, Bellin is a partial owner of Captogrowth, a business focused on digitizing and selling hardcopy photos. Bellwether Wealth is a team-based firm managing approximately $685 million for around 476 clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a “total portfolio” approach that combines active and passive strategies, leveraging proprietary models and third-party AI analytics to guide investment decisions and portfolio management.

Lance Norquest is a financial advisor at Bellwether Wealth in Lincoln, NE, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Securities America Advisors Inc. He is also involved in operations and compliance management at Bellwether Advisors, LLC. Bellwether Wealth provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a “total portfolio” approach that combines active and passive strategies, utilizing proprietary models and third-party AI analytics to guide portfolio construction and risk management.

Brian Beaulieu is a financial advisor at Bellwether Wealth in Manchester, NH, holding a Series 65 designation with 13 years of industry experience. He has worked at Bellwether Advisors since 2019 and previously held roles at Kestra Financial Services and Nfp Securities. Outside of investment advisory, he is the CEO and economist for the Institute for Trend Research, a role he has held since 1987. Bellwether Wealth provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a “total portfolio” approach that blends active and passive strategies, utilizing proprietary models and third-party AI analytics to guide investment decisions.

Alan Beaulieu is a financial advisor at Bellwether Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Kestra Financial Services and Nfp Securities. Outside of advising, he serves as President and Economist at the Institute for Trend Research, a role he has held since 1990. Bellwether Wealth provides discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a “total portfolio” approach that combines active and passive strategies, using proprietary models and third-party AI analytics to guide portfolio construction and risk management.

Hank Harris is a financial advisor at Bellwether Wealth in Lincoln, NE, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Axos Clearing and the Nebraska Department of Insurance. Bellwether Wealth provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $685 million for about 476 clients. The firm employs a “total portfolio” approach that combines active and passive strategies, leveraging proprietary models and third-party AI analytics to guide security selection and portfolio management.