Brian 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.
Brian Beaulieu’s longest registration is the current one, 7 years at Bellwether Advisors since 2019. Before joining Bellwether Advisors in 2019, Brian Beaulieu was registered through Kestra Advisory Services, LLC and NFP Advisor Services, LLC.
- Bellwether WealthCurrent– present · 7 yearsManchester, NH · Adviser representative · Firm CRD 300012
- Kestra Advisory Services, LLC– · 3 yearsLincoln, NE · Adviser representative · Firm CRD 283330
- NFP Advisor Services, LLC– · 2 yearsGoffstown, NH · Adviser representative · Firm CRD 42046
- Itr Capital Management, LLC– · 1 yearBoscawen, NH · Adviser representative · Firm CRD 152312
Investment adviser representative registrations
Brian 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 | 25 January 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian Lucien Beaulieu
- CRD
- 5740383
- Firm
- Bellwether Advisors · CRD 300012
- Office
- 77 Sundial Ave, Suite 510W, Manchester, NH 03103
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Beaulieu work?
Brian 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 Brian Beaulieu a financial advisor?
Yes. Brian Beaulieu has a current investment-adviser registration in New Hampshire, through Bellwether Advisors since March 2019.
How many years of experience does Brian Beaulieu have?
Brian Beaulieu has 14 years in the financial industry, since May 2012, across 4 adviser firms.
What exams has Brian Beaulieu passed?
Brian Beaulieu passed the Series 65 in January 2010.
Where did Brian Beaulieu work before Bellwether Advisors?
Before Bellwether Advisors, Brian Beaulieu was registered through NFP Advisor Services, LLC, February 2014 to May 2016; Itr Capital Management, LLC, April 2010 to December 2011.
Where is Brian Beaulieu based?
Brian Beaulieu’s registered office is in Manchester, NH.
Is Brian Beaulieu registered with FINRA?
No. Brian Beaulieu has no current broker registration.
How can I verify Brian Beaulieu’s record?
Search CRD 5740383 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Beaulieu’s full registration record.
- Leila ShaverChief Compliance Officer
Clark BellinPrincipal