Alan Beaulieu has been an investment adviser representative at Bellwether Advisors since March 2019, and is not listed among the firm’s executive officers or direct owners.
Bellwether Advisors, LLC is a Lincoln, NE firm with $784M under management, 504 clients and 7 advisers in one office, as of its September 2026 filing.
Alan Beaulieu’s longest registration is the current one, 7 years at Bellwether Advisors since 2019. Before joining Bellwether Advisors in 2019, Alan Beaulieu was registered through Kestra Advisory Services, LLC and NFP Advisor Services, LLC.
- Bellwether WealthCurrent– present · 7 yearsGoffstown, NH · Adviser representative · Firm CRD 300012
- Kestra Advisory Services, LLC– · 3 yearsLincoln, NE · Adviser representative · Firm CRD 283330
- NFP Advisor Services, LLC– · 1 yearGoffstown, NH · Adviser representative · Firm CRD 42046
- Itr Capital Management, LLC– · 1 yearBoscawen, NH · Adviser representative · Firm CRD 152312
Investment adviser representative registrations
Alan Beaulieu is registered as an investment adviser representative in New Hampshire, since March 2019.
- New HampshireSince 15 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alan Norman Beaulieu
- CRD
- 5740382
- Firm
- Bellwether Advisors · CRD 300012
- Office
- Goffstown, NH
- Registration
- Investment adviser registration
- In the industry since
- October 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Alan Beaulieu work?
Alan Beaulieu is an investment adviser representative registered through Bellwether Advisors, LLC since March 2019, and is not listed among the firm’s executive officers or direct owners.
Is Alan Beaulieu a financial advisor?
Yes. Alan Beaulieu has a current investment-adviser registration in New Hampshire, through Bellwether Advisors since March 2019.
How many years of experience does Alan Beaulieu have?
Alan Beaulieu has 14 years in the financial industry, since October 2012, across 4 adviser firms.
What exams has Alan Beaulieu passed?
Alan Beaulieu passed the Series 65 in February 2010.
Where did Alan Beaulieu work before Bellwether Advisors?
Before Bellwether Advisors, Alan Beaulieu was registered through NFP Advisor Services, LLC, July 2014 to May 2016; Itr Capital Management, LLC, April 2010 to December 2011.
Where is Alan Beaulieu based?
Alan Beaulieu’s registered office is in Goffstown, NH.
Is Alan Beaulieu registered with FINRA?
No. Alan Beaulieu has no current broker registration.
How can I verify Alan Beaulieu’s record?
Search CRD 5740382 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alan Beaulieu’s full registration record.
- Leila ShaverChief Compliance Officer
Clark BellinPrincipal