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MB

Marvin G. Brinkman

Some features on this profile are disabled
CRD#: 2992201
MB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marvin George Brinkman, CFP®, CLU® was a registered financial professional .

Marvin is a previously registered financial professional and started their career in finance in 1998. Marvin had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

Certified Financial Planner

CLU®

Chartered Life Underwriter

Experience

Past

March 22, 2019 - March 7, 2025

BELLWETHER WEALTH

RIA
CRD#: 300012
LINCOLN, NE
Past

March 15, 2019 - June 30, 2020

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Lincoln, NE
Past

April 21, 2016 - March 15, 2019

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
LINCOLN, NE
Past

October 9, 2012 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
LINCOLN, NE
Past

October 2, 2012 - March 15, 2019

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
LINCOLN, NE
Past

April 2, 2009 - October 2, 2012

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
OMAHA, NE
Past

March 12, 2009 - October 2, 2012

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
OMAHA, NE
Past

April 22, 2006 - November 6, 2008

TD AMERITRADE, INC.

BD
CRD#: 7870
BELLEVUE, NE
Past

January 4, 2002 - April 22, 2006

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

January 23, 2001 - December 31, 2001

FREETRADE.COM, INC.

BD
CRD#: 10752
OMAHA, NE
Past

March 29, 2000 - September 25, 2000

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

July 17, 1998 - September 18, 2000

J.P. SECURITIES, INC.

BD
CRD#: 36559
BELLEVUE, NE
Past

April 16, 1998 - June 30, 1998

J.P. SECURITIES, INC.

BD
CRD#: 36559

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 3/19/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/15/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 8/1/2000
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/30/1999
General Securities Principal 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#: 300012

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