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Larry Dean Freie

Bellwether Wealth

Lincoln, NE

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Current Employers
Bellwether Wealth

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2019-03-22
  • NE RA
    APPROVED
    Since 2019-03-22

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 02/2014 01/2017
Ameritas Life Insurance Corp Lincoln NE 02/2014 01/2017
Midlands Financial Benefits Lincoln NE 03/2014 01/2017
Unico Midlands, Llc Lincoln NE 03/2014 01/2017
Kestra Investment Services, Llc Lincoln NE 01/2017 03/2019
Bellwether Advisors, Llc Dba Bellwether Wealth Lincoln NE 03/2019 Present
  • 02/2014 → 01/2017
    Ameritas Investment Corp
    Lincoln, NE
  • 02/2014 → 01/2017
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 03/2014 → 01/2017
    Midlands Financial Benefits
    Lincoln, NE
  • 03/2014 → 01/2017
    Unico Midlands, Llc
    Lincoln, NE
  • 01/2017 → 03/2019
    Kestra Investment Services, Llc
    Lincoln, NE
  • 03/2019 → Present
    Bellwether Advisors, Llc Dba Bellwether Wealth
    Lincoln, NE
Previous Registrations
  • 2017-01-30 → 2019-03-15
    Lincoln, NE
    Austin, TX
  • 2014-04-02 → 2017-01-25
    Ameritas Investment Company, Llc
    Lincoln, NE
    Lincoln, NE
  • 2007-02-01 → 2014-03-03
    Sunset Financial Services, Inc.
    Scottsdale, AZ
    Lincoln, NE
    Scottsdale, AZ
    Lincoln, NE
    Scottsdale, AZ
  • 2003-04-17 → 2006-12-31
    Transamerica Financial Advisors, Inc.
    Lincoln, NE
    Lincoln, NE
Other Businesses

Business Name: Bellwether Wealth Investment Related: No Address: 140 North 8, Suite 210 Lincoln NE 68508 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Salesman..financial advisor Start Date: 1/1/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: provide sales material..advice and recommendations.Business Name: KESTRA AS Investment Related: Yes Address: 5707 Southwest Parkway Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: financial adviser...employee of Bellwether Wealth Start Date: 3/1/2017 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: sales of investment securities..Business Name: Willow Springs Homeowners Association. Investment Related: No Address: 7907 Weeping Willow Lane Lincoln ME 68506 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: President Start Date: 9/1/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: as president work with board of directors to manage the membership and amenities of the HOA

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-05-30
  • S63 Uniform Securities Agent State Law Examination
    1984-05-30
Designations
Other Names
  • Larry D Freie
  • Larry Dean Freie

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