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Brian Lucien Beaulieu

Bellwether Wealth

Manchester, NH

Lincoln, NE

CRD 5740383

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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:

Current Employers
Bellwether Wealth

140 North 8Th Street Suite 210, Lincoln, NE 68058 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2019-03-15
  • NH RA
    APPROVED
    Since 2019-03-15

Branch Locations

77 Sundial Ave, Suite 510W, Manchester, NH 03103 • United States

140 North 8Th Street Suite 210, Lincoln, NE 68058 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Institute For Trend Research Boscawen NH 06/1987 03/2025
Vistage International San Diego CA 01/2004 03/2026
Beaubros Llc Boscawen NH 09/2008 03/2026
Beauplace Llc Boscawen NH 08/2008 12/2023
Kestra Advisory Services, Inc. Austin TX 04/2016 03/2019
Bellwether Advisors, Llc Dba Bellwether Wealth Lincoln NE 03/2019 Present
  • 06/1987 → 03/2025
    Institute For Trend Research
    Boscawen, NH
  • 01/2004 → 03/2026
    Vistage International
    San Diego, CA
  • 09/2008 → 03/2026
    Beaubros Llc
    Boscawen, NH
  • 08/2008 → 12/2023
    Beauplace Llc
    Boscawen, NH
  • 04/2016 → 03/2019
    Kestra Advisory Services, Inc.
    Austin, TX
  • 03/2019 → Present
    Bellwether Advisors, Llc Dba Bellwether Wealth
    Lincoln, NE
Previous Registrations
  • 2016-04-25 → 2019-11-18
    Kestra Advisory Services, Llc
    Lincoln, NE
  • 2014-02-07 → 2016-05-09
    Kestra Investment Services, Llc
    Lincoln, NE
    Goffstown, NH
  • 2010-04-05 → 2011-12-31
    Itr Capital Management, Llc
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-25
  • S65 Uniform Investment Adviser Law Examination
    2010-01-25

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
EAGLE STRATEGIES LLC

Nearby Investors

DIANE DUSTICK MURPHY
JILL S LOVEREN
JESSE E BURNETT

Nearby Offices

MORGAN STANLEY · Manchester, NH
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Manchester, NH
EAGLE STRATEGIES LLC · MANCHESTER, NH

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