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Larry Dean Freie

BELLWETHER WEALTH
LINCOLN, NE
·CRD# 1236742·42 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Larry D Freie

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

42 years in the financial services industry

Current & Past Employments

BELLWETHER WEALTH·CRD# 300012
RIA
140 North 8th Street Suite 210, Lincoln, NE 68058
March 22, 2019 - Present
KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
Lincoln, NE
January 30, 2017 - March 15, 2019
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Lincoln, NE
January 3, 2017 - March 15, 2019
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
Lincoln, NE
April 2, 2014 - January 25, 2017
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Lincoln, NE
February 28, 2014 - January 25, 2017
SUNSET FINANCIAL SERVICES, INC.·CRD# 3538
RIA
Scottsdale, AZ
February 1, 2007 - March 3, 2014
SUNSET FINANCIAL SERVICES, INC.·CRD# 3538
BD
Scottsdale, AZ
January 5, 2007 - March 3, 2014
TRANSAMERICA FINANCIAL ADVISORS, INC.·CRD# 3600
RIA
Lincoln, NE
April 17, 2003 - December 31, 2006
TRANSAMERICA FINANCIAL ADVISORS, INC.·CRD# 3600
BD
Lincoln, NE
January 2, 2003 - December 31, 2006
WALNUT STREET SECURITIES, INC.·CRD# 15840
BD
El Segundo, CA
July 8, 1998 - December 31, 2002
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Des Moines, IA
June 28, 1985 - July 22, 1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES·CRD# 4039
BD
March 7, 1984 - July 31, 1985
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
March 7, 1984 - July 31, 1985

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Current Firm

BW
BELLWETHER WEALTH

BELLWETHER ADVISORS, LLC | BELLWETHER WEALTH

CRD#: 300012 / SEC#: 801-114600
RIA
Registered Investment Advisory firm - SEC (1/28/2019 Approved)

Contact Information

Main Address

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

Phone Number

(402) 476-8844

# of Employees

12

SEC notice filing (21 States and Territories)

Registered to provide investment advisory services in 21 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ANNUAL AMENDMENT BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,461

AUM (Assets Under Management)

$784,024,209

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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".
BW
BELLWETHER WEALTH

BELLWETHER ADVISORS, LLC | BELLWETHER WEALTH

CRD#: 300012 / SEC#: 801-114600
RIA
Registered Investment Advisory firm - SEC (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1984About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 1993About the Series 7 exam

Series 22 — Direct Participation Programs Representative Examination

Passed Aug 1984About the Series 22 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1984About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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