Alan Norman Beaulieu

Employer firm

Bellwether Wealth CRD 300012

$784M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Beaubros Llc
  Boscawen, NH
• 09/2009 → Present
  Hardi
  Columbus, OH
• 07/2009 → Present
  National Association Of Wholesaler-Distributors
  Washington, DC
• 10/1990 → Present
  Institute For Trend Research
  Boscawen, NH
• 04/2016 → 03/2019
  Kestra Financial Services, Inc.
  Austin, TX
• 03/2019 → Present
  Bellwether Advisors, Llc Dba Bellwether Wealth
  Lincoln, NE

Previous Registrations

• 2016-04-21 → 2019-11-18
  Kestra Advisory Services, Llc
  Lincoln, NE
• 2014-07-01 → 2016-05-09
  Kestra Investment Services, Llc
  Goffstown, NH
  Lincoln, NE
• 2010-04-05 → 2011-12-31
  Itr Capital Management, Llc
  Boscawen, NH

Other Businesses

PRESIDENT/ECONOMIST, INSTITUTE FOR TREND RESEARCH SINCE 1990, NOT INVESTMENT-RELATED, SAME ADDRESS, 50% OF BUSINESS HOURS. MANAGING PARTNER, BEAUBROS LLC, NOT INVESTMENT-RELATED, LESS THAN 5% OF BUSINESS HOURS. MANAGING PARTNER, BEAUPLACE LLC, NOT INVESTMENT-RELATED, LESS THAN 5% OF BUSINESS HOURS. CHIEF ECONOMIST - HARDI (SINCE 2009), NON-BUSINESS RELATED, LESS THAN 10% OF BUSINESS HOURS. SR. ECONOMIC ADVISOR - NAW (SINCE 2009), NON-BUSINESS RELATED, LESS THAN 10% OF BUSINESS HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-12