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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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CB

Clark S. Bellin

BELLWETHER WEALTH
Lincoln, NE 68058
Some features on this profile are disabled
CRD#: 2879015
CB

Professional summary

Clark Spengler Bellin, CIMA®, CPWA® is a registered financial advisor currently at BELLWETHER WEALTH located in Lincoln, Nebraska.

Clark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Clark has worked at 7 firms and has passed the Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clark Spengler Bellin'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®
CIMA®

Certified Investment Management Analyst

CPWA®

Certified Private Wealth Advisor

Start date: 2008-05-09

Expire date: 2024-04-30

Experience

Current

March 15, 2019 - Present

BELLWETHER WEALTH

Office #1: 140 North 8th Street Suite 210, Lincoln, NE 68058
RIA
CRD#: 300012
Lincoln, NE
Past

March 15, 2019 - June 21, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Lincoln, NE
Past

April 25, 2016 - March 15, 2019

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
OMAHA, NE
Past

October 31, 2003 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
LINCOLN, NE
Past

October 21, 2003 - March 15, 2019

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
LINCOLN, NE
Past

August 18, 2000 - October 27, 2003

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
LINCOLN, NE
Past

June 7, 2000 - October 27, 2003

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

January 20, 1998 - June 14, 2000

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

April 24, 1997 - January 20, 1998

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY

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 - (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
Louisiana
(2/11/2022)
IAR
Nebraska
(4/1/2019)
IAR
Texas
(3/15/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 5/6/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/1997
General Securities Representative Examination

Current Firm

BW
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
10

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,266
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.

Company Information

BELLWETHER WEALTH

CRD#: 300012Lincoln, NE 68058

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Contact information

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