Lincoln, NE logo

Lincoln, NE Office

Team
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Bellwether Wealth logo

Bellwether Wealth

Team

Firm-wide stats for Bellwether Wealth

Total advisors

8

Across 3 offices

Clients per advisor

60 Typical

Avg AUM per client

$1,422,778 High

HNW client ratio

28% Typical

About

Bellwether Wealth provides investment management and a range of planning services — including financial, retirement, estate and tax planning — to individuals, retirement plans, trusts, estates, charitable organizations, corporations and other business entities. According to its Form ADV, the firm manages roughly $782.8 million in discretionary client assets for about 482 clients and operates with a team of six advisors.

The firm serves as a discretionary, total‑portfolio manager that combines active and passive strategies and typically implements model portfolios tailored to each client’s goals, time horizon and documented risk tolerance. Bellwether supplements its investment committee’s process with a proprietary model and an industry‑agnostic third‑party artificial intelligence platform that uses third‑party data vendors (e.g., FactSet) and predictive analysis to rank publicly traded stocks within S&P 500 sectors for model construction.

Bellwether’s business practices include some uncommon marketing and distribution features for a team firm: it discloses promoter/referral agreements that pay a portion of advisory fees to outside promoters (including referrals tied to readers of Institute for Trend Research materials) and uses endorsements in advertising. The firm also discloses that it advertises performance results and documents related procedures and conflicts in its Form ADV, practices that are less common among comparable team advisors.

Based on Bellwether Wealth

Expertise

Active portfolio management Private / alternative investments

Based on Bellwether Wealth

Occupation focus

Founder/Business Owner Retired

Based on Bellwether Wealth

Location

140 North 8th Street, Suite 210

Lincoln NE 68058

Advisors at this office

7

Advisors at this office

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Larry F

ChFC®, Series 63

Lincoln, NE

Bellwether Wealth

Larry Freie is a financial advisor at Bellwether Wealth in Lincoln, NE, holding the ChFC® designation with 41 years of industry experience. He previously worked at Kestra Investment Services, LLC, UNICO Midlands, LLC, and Ameritas Life Insurance Corp among others. He serves as president of the Willow Springs Homeowners Association. Bellwether Wealth provides discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a “total portfolio” approach combining active and passive strategies, using proprietary models and third-party AI analytics to guide investment decisions.

Active portfolio management Private / alternative investments Founder/Business Owner Retired
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Emilee K

Series 66

Lincoln, NE

Bellwether Wealth

Emilee Knudson is a Series 66-licensed financial advisor at Bellwether Wealth in Lincoln, NE, with two years of industry experience. She previously worked at UBS Financial Services and Union Bank and Trust. Bellwether Wealth provides investment management and comprehensive planning services to individuals and institutions. The firm employs a discretionary, total-portfolio management approach that combines active and passive strategies and incorporates proprietary modeling and third-party AI-driven analysis to tailor portfolios to client objectives.

Active portfolio management Private / alternative investments Founder/Business Owner Retired
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Jason D

Series 65

Lincoln, NE

Bellwether Wealth

Jason De Luca is a financial advisor at Bellwether Wealth in Lincoln, NE, holding a Series 65 designation. He has experience working with Bellwether Advisors and STP Investment Services since 2013. Bellwether Wealth provides investment management and a range of planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary assets and utilizes a combination of active and passive strategies, supported by proprietary models and third-party artificial intelligence tools, to tailor portfolios to clients’ goals and risk tolerance.

Active portfolio management Private / alternative investments Founder/Business Owner Retired
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Clark B

Series 63

Lincoln, NE

Bellwether Wealth

Clark Bellin is a financial advisor with Bellwether Wealth in Lincoln, Nebraska, holding a Series 63 designation and over 29 years of industry experience. His career includes roles at Milemarker Investment Solutions, Purshe Kaplan Sterling Investment, Kestra Financial Services, and Ameritas Investment Company. Outside of investment advising, he is a minority owner of Captogrowth, a business focused on digitizing and organizing hardcopy photos for sale. Bellwether Wealth provides investment management and comprehensive planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $783 million in discretionary assets and employs a team-based approach combining active and passive strategies, utilizing proprietary models and third-party artificial intelligence tools for portfolio construction.

Active portfolio management Private / alternative investments Founder/Business Owner Retired
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Lance N

Series 66

Lincoln, NE

Bellwether Wealth

Lance Norquest is a financial advisor at Bellwether Wealth with 11 years of industry experience. He holds a Series 66 credential and has worked at Bellwether Advisors, LLC, Purshe Kaplan Sterling Investments, and Securities America in prior roles. Bellwether Wealth provides investment management and comprehensive planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary client assets and employs a team-based approach that combines active and passive strategies, utilizing proprietary models and third-party artificial intelligence platforms for portfolio construction.

Active portfolio management Private / alternative investments Founder/Business Owner Retired
user avatar

Adam S

Series 65

Lincoln, NE

Bellwether Wealth

Adam Snow is a financial advisor with Bellwether Wealth in Lincoln, NE. He holds a Series 65 designation and has over eight years of experience in the financial services industry, including roles at First Citizens Bank, CIT, and Bank of the West. Snow joined Bellwether Wealth in 2025. Bellwether Wealth provides investment management and comprehensive planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary client assets and uses a combination of active and passive strategies supported by proprietary models and third-party AI platforms for portfolio construction.

Active portfolio management Private / alternative investments Founder/Business Owner Retired
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Noran K

Series 63, Series 65, Series 66

Lincoln, NE

Bellwether Wealth

Noran Knobbe is a financial advisor with Bellwether Wealth in Lincoln, NE, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Pacific Select Distributors, Pacific Life, TD Waterhouse Investor Services, and Ameritrade. Bellwether Wealth provides investment management and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary assets and employs a team-based approach that combines active and passive strategies, supplemented by proprietary models and third-party artificial intelligence tools to tailor portfolios to clients’ goals and risk tolerance.

Active portfolio management Private / alternative investments Founder/Business Owner Retired
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