Lance Norquest has been an investment adviser representative at Bellwether Advisors since April 2023, and is not listed among the firm’s executive officers or direct owners. Lance Norquest holds a Bachelor of Science in Business Administration from the University of Nebraska-Lincoln.
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.
Lance Norquest is an Investment Advisor Representative for Bellwether Wealth, with over 10 years in the industry. One of his core duties is working with clients to develop personalized wealth management solutions, recommending a strategy tailored to each client's needs. He also leads the Client Service Team and ensures the firm meets its regulatory requirements for firm disclosures, audits, testing and report filings.
Lance Norquest’s longest registration was 6 years at Securities America Advisors, Inc. (2016–2022). Before joining Bellwether Advisors in 2023, Lance Norquest was registered through Securities America Advisors, Inc.
- Securities America Advisors, Inc.– · 6 yearsLa Vista, NE · Adviser representative · Firm CRD 110518
Professional designations
Listed by Bellwether Advisors
- Investment Adviser Certified Compliance Professional (IACCP®)
- Certified Anti-Money Laundering Specialist (CAMS®)
Investment adviser representative registrations
Lance Norquest is registered as an investment adviser representative in Nebraska, since April 2023.
- NebraskaSince 4 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 23 November 2016 |
| Series 52 | Municipal Securities Representative Examination | 10 October 2016 |
| Series 4 | Registered Options Principal Examination | 5 April 2016 |
| Series 66 | Uniform Combined State Law Examination | 18 January 2016 |
| Series 24 | General Securities Principal Examination | 17 August 2015 |
| Series 7 | General Securities Representative Examination | 9 December 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- Municipal Securities Representative Examination
- Name
- Registered Options Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Lance Tyler Norquest
- CRD
- 6346276
- Firm
- Bellwether Advisors · CRD 300012
- Office
- 140 NORTH 8TH STREET, SUITE 210, Lincoln, NE 68058
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bellwetherwealth.com
Where does Lance Norquest work?
Lance Norquest is an investment adviser representative registered through Bellwether Advisors, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Lance Norquest a financial advisor?
Yes. Lance Norquest has a current investment-adviser registration in Nebraska, through Bellwether Advisors since April 2023.
How many years of experience does Lance Norquest have?
Lance Norquest has 11 years in the financial industry, since January 2015, across 2 adviser firms.
What exams has Lance Norquest passed?
Lance Norquest has passed 6 licensing exams: the Series 7, Series 24, Series 66, Series 4, Series 52 and Series 53. The earliest, the Series 7, was passed in December 2014. FINRA credited Lance Norquest with the SIE, which began in October 2018.
Where did Lance Norquest work before Bellwether Advisors?
Before Bellwether Advisors, Lance Norquest was registered through Securities America Advisors, Inc., January 2016 to April 2022.
Where is Lance Norquest based?
Lance Norquest’s registered office is in Lincoln, NE.
Is Lance Norquest registered with FINRA?
No. Lance Norquest has no current broker registration.
How can I verify Lance Norquest’s record?
Search CRD 6346276 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lance Norquest’s full registration record.
- Leila ShaverChief Compliance Officer
Clark BellinPrincipal