Larry Freie 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. Larry Freie holds a Bachelor of Science from Concordia 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.
Larry D. Freie is an Investment Advisor at Bellwether Wealth, with 47 years of industry experience. He specializes in retirement income planning and estate planning, and assists clients with investment analysis, business transfer, estate preservation and charitable planning. He has lectured at university business management classes and spoken at state and national association conventions.
Larry Freie’s longest registration is the current one, 7 years at Bellwether Advisors since 2019. Before joining Bellwether Advisors in 2019, Larry Freie was registered through Kestra Advisory Services, LLC and Ameritas Investment Corp.
- Kestra Advisory Services, LLC– · 2 yearsLincoln, NE · Adviser representative · Firm CRD 283330
- Ameritas Investment Corp– · 2 yearsLincoln, NE · Adviser representative · Firm CRD 14869
- Sunset Financial Services, Inc.– · 7 yearsScottsdale, AZ · Adviser representative · Firm CRD 3538
- Transamerica Financial Advisors, Inc.– · 3 yearsLincoln, NE · Adviser representative · Firm CRD 3600
Professional designations
Listed by Bellwether Advisors
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Larry Freie is registered as an investment adviser representative in Nebraska, since March 2019.
- NebraskaSince 22 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 19 January 1993 |
| Series 22 | Direct Participation Programs Representative Examination | 31 August 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 May 1984 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 March 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Larry Dean Freie
- CRD
- 1236742
- Firm
- Bellwether Advisors · CRD 300012
- Office
- 140 NORTH 8TH STREET, SUITE 210, Lincoln, NE 68058
- Registration
- Investment adviser registration
- In the industry since
- March 1984
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bellwetherwealth.com
Where does Larry Freie work?
Larry Freie 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 Larry Freie a financial advisor?
Yes. Larry Freie has a current investment-adviser registration in Nebraska, through Bellwether Advisors since March 2019.
How many years of experience does Larry Freie have?
Larry Freie has 42 years in the financial industry, since March 1984, across 5 adviser firms.
What exams has Larry Freie passed?
Larry Freie has passed 4 licensing exams: the Series 6, Series 63, Series 22 and Series 7. The earliest, the Series 6, was passed in March 1984. FINRA credited Larry Freie with the SIE, which began in October 2018.
Where did Larry Freie work before Bellwether Advisors?
Before Bellwether Advisors, Larry Freie was registered through Kestra Advisory Services, LLC, January 2017 to March 2019; Ameritas Investment Corp, April 2014 to January 2017; Sunset Financial Services, Inc., February 2007 to March 2014; Transamerica Financial Advisors, Inc., April 2003 to December 2006.
Where is Larry Freie based?
Larry Freie’s registered office is in Lincoln, NE.
Is Larry Freie registered with FINRA?
No. Larry Freie has no current broker registration.
How can I verify Larry Freie’s record?
Search CRD 1236742 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Larry Freie’s full registration record.
- Leila ShaverChief Compliance Officer
Clark BellinPrincipal