Larry D. Freie

BELLWETHER WEALTH

Lincoln, NE 68058

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CRD#: 1236742

Professional summary

Larry Dean Freie, who also goes by Larry D Freie, is a registered financial advisor currently at BELLWETHER WEALTH located in Lincoln, Nebraska.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Larry has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry D Freie

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: Bellwether Wealth Investment Related: No Address: 140 North 8, Suite 210 Lincoln NE 68508 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Salesman..financial advisor Start Date: 1/1/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: provide sales material..advice and recommendations.Business Name: KESTRA AS Investment Related: Yes Address: 5707 Southwest Parkway Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: financial adviser...employee of Bellwether Wealth Start Date: 3/1/2017 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: sales of investment securities..Business Name: Willow Springs Homeowners Association. Investment Related: No Address: 7907 Weeping Willow Lane Lincoln ME 68506 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: President Start Date: 9/1/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: as president work with board of directors to manage the membership and amenities of the HOA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Dean Freie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 22, 2019 - Present

BELLWETHER WEALTH

Office #1: 140 North 8th Street Suite 210, Lincoln, NE 68058

RIA

CRD#: 300012

Lincoln, NE

Past

January 30, 2017 - March 15, 2019

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

LINCOLN, NE

Past

January 3, 2017 - March 15, 2019

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

LINCOLN, NE

Past

April 2, 2014 - January 25, 2017

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

Lincoln, NE

Past

February 28, 2014 - January 25, 2017

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

Lincoln, NE

Past

February 1, 2007 - March 3, 2014

SUNSET FINANCIAL SERVICES, INC.

RIA

CRD#: 3538

SCOTTSDALE, AZ

Past

January 5, 2007 - March 3, 2014

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

SCOTTSDALE, AZ

Past

April 17, 2003 - December 31, 2006

TRANSAMERICA FINANCIAL ADVISORS, INC.

RIA

CRD#: 3600

LINCOLN, NE

Past

January 2, 2003 - December 31, 2006

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LINCOLN, NE

Past

July 8, 1998 - December 31, 2002

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

June 28, 1985 - July 22, 1998

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

March 7, 1984 - July 31, 1985

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

Past

March 7, 1984 - July 31, 1985

EQUITABLE ADVISORS, LLC

CRD#: 6627

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BELLWETHER WEALTH

BELLWETHER ADVISORS, LLC | BELLWETHER WEALTH

CRD#: 300012 / SEC#: 801-114600

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(3/22/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/30/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/1993

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 8/31/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/2/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BELLWETHER WEALTH

BELLWETHER ADVISORS, LLC | BELLWETHER WEALTH

CRD#: 300012 / SEC#: 801-114600

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

140 North 8th Street Suite 210, Lincoln, NE 68058

Mailing Address

Phone number

(402) 476-8844

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ANNUAL AMENDMENT BROCHURE (5/8/2025)

Regulatory assets under management

Total Number of Accounts	1,266
AUM (Assets Under Management)	$ 684,973,502

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Larry D. Freie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Dean Freie's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

SUNSET FINANCIAL SERVICES, INC.

SUNSET FINANCIAL SERVICES, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

WALNUT STREET SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BELLWETHER WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 5/30/1984

SIE

Date: 10/1/2018

Series 7

Date: 1/19/1993

Series 22

Date: 8/31/1984

Series 6

Date: 3/2/1984

Current Firm

BELLWETHER WEALTH

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BELLWETHER WEALTH

TRUST BUT VERIFY

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