Clark Bellin has been Principal of Bellwether Advisors since December 2018, is a control person of the firm and directly owns under 5% of it. Clark Bellin holds a BS in Business from Nebraska Wesleyan University.
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.
Clark S. Bellin is President, Chief Investment Officer and Financial Advisor of Bellwether Wealth. He serves clients' business and personal financial goals, with experience in building portfolios, tax-effective investments, retirement planning, estate planning and business exit planning strategy.
Clark Bellin’s longest registration was 12 years at NFP Advisor Services, LLC (2003–2016). Before joining Bellwether Advisors in 2019, Clark Bellin was registered through Kestra Advisory Services, LLC and NFP Advisor Services, LLC.
- Milemarker Investment Solutions, LLCAlso current– present · under a yearLincoln, NE · Adviser representative · Firm CRD 343499
- Kestra Advisory Services, LLC– · 2 yearsOmaha, NE · Adviser representative · Firm CRD 283330
- NFP Advisor Services, LLC– · 12 yearsLincoln, NE · Adviser representative · Firm CRD 42046
- Ameritas Investment Corp– · 3 yearsLincoln, NE · Adviser representative · Firm CRD 14869
Professional designations
Listed by Bellwether Advisors
- Certified Investment Management Analyst (CIMA®)
- Certified Investment Management Consultant (CIMC)
- Certified Private Wealth Advisor (CPWA®)
- Certified Exit Planning Advisor (CEPA)
Investment adviser representative registrations
Clark Bellin is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from March 2019; the most recent is Louisiana, in February 2022.
- LouisianaSince 11 February 2022
- NebraskaSince 1 April 2019
- TexasResidentSince 15 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 May 1997 |
| Series 7 | General Securities Representative Examination | 23 April 1997 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Clark Spengler Bellin
- CRD
- 2879015
- Firm
- Bellwether Advisors · CRD 300012
- Role
- Principal
- Office
- 140 NORTH 8TH STREET, SUITE 210, Lincoln, NE 68058
- Registration
- Investment adviser registration
- In the industry since
- April 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bellwetherwealth.com
Where does Clark Bellin work?
Clark Bellin has been Principal of Bellwether Advisors, LLC since December 2018, and is a control person of the firm.
Is Clark Bellin a financial advisor?
Yes. Clark Bellin has a current investment-adviser registration in Louisiana, Nebraska and Texas, through Bellwether Advisors since March 2019.
How many years of experience does Clark Bellin have?
Clark Bellin has 29 years in the financial industry, since April 1997, across 5 adviser firms.
What exams has Clark Bellin passed?
Clark Bellin has passed 3 licensing exams: the Series 7, Series 63 and Series 99TO. The earliest, the Series 7, was passed in April 1997. FINRA credited Clark Bellin with the SIE, which began in October 2018.
Where did Clark Bellin work before Bellwether Advisors?
Before Bellwether Advisors, Clark Bellin was registered through Kestra Advisory Services, LLC, April 2016 to March 2019; NFP Advisor Services, LLC, October 2003 to September 2016; Ameritas Investment Corp, August 2000 to October 2003.
Where is Clark Bellin based?
Clark Bellin’s registered office is in Lincoln, NE.
Is Clark Bellin registered with FINRA?
No. Clark Bellin has no current broker registration.
How can I verify Clark Bellin’s record?
Search CRD 2879015 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clark Bellin’s full registration record.
- Leila ShaverChief Compliance Officer