Unclaimed Profile

Clark Spengler Bellin

BELLWETHER ADVISORS, LLC·LINCOLN, Nebraska

SIE, Series 7, Series 63, Series 99TOClean record25 years registeredBELLWETHER ADVISORS, LLC

140 NORTH 8TH STREET, LINCOLN, NE 68058CRD# 2879015Firm CRD# 300012

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clark Spengler Bellin · LINCOLN, NE

Registration

CRD #2879015 · BELLWETHER ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

BELLWETHER WEALTH

Mar 2019 – present

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – Mar 2019

OMAHA, NE

NFP ADVISOR SERVICES, LLC

Oct 2003 – Sep 2016

LINCOLN, NE

AMERITAS INVESTMENT CORP

Aug 2000 – Oct 2003

LINCOLN, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 99TO

Registration record

First registered · August 18, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BELLWETHER ADVISORS, LLC

CRD 300012 · SEC 801-114600

AUM

$517M

Regulatory assets under management

Employees

1,119 client accounts

Services offered by BELLWETHER ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BELLWETHER ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Clark Spengler Bellin offer?

Clark Spengler Bellin specializes in Financial Planning, Investment Management. Contact their office in LINCOLN, Nebraska for a consultation.

What are Clark Spengler Bellin's credentials?

Clark Spengler Bellin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clark Spengler Bellin located?

Clark Spengler Bellin is based in LINCOLN, Nebraska, working with BELLWETHER ADVISORS, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does Clark Spengler Bellin charge for services?

Clark Spengler Bellin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELLWETHER ADVISORS, LLC?

BELLWETHER ADVISORS, LLC has approximately 11 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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