Marvin G. Brinkman

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CRD#: 2992201

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.

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.

1) Bellwether Advisors, LLC. Investment Related. 140 N 8th Street, Ste 210, Lincoln, NE 68508. Investment Advisory Rep, Life insurance agent. Vice President, Financial Advisor. Start 3/2019. 160hrs/mo, 120hrs during trading hours. Assist in managing portfolios for clients as an IAR, and also assist in the purchase of life insurance. 2) Marvin & Vicki Brinkman. Non-Investment Related. 5301 Franklin St. Lincoln, NE 65806. Ownership of rental property. Owner. Start 9/2007. 5hrs/mo, 1 during trading hours. Collect rent payments, lease when vacant, manage maintenance and repairs. 3) Fixed Insurance. Non-Investment Related. 140 N 8th Street, Ste 210, Lincoln, NE 68508. Sale of Fixed Insurance. Sales Licensed. Start 8/2016. 1hr/mo, 1hr during trading hours. When appropriate, provide life insurance quotes, advice about coverage, write applications.

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

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

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

CRD#: 10409

OMAHA, NE

Past

April 22, 2006 - November 6, 2008

TD AMERITRADE, INC.

CRD#: 7870

BELLEVUE, NE

Past

January 4, 2002 - April 22, 2006

TD AMERITRADE CLEARING, INC.

CRD#: 5633

OMAHA, NE

Past

January 23, 2001 - December 31, 2001

FREETRADE.COM, INC.

CRD#: 10752

OMAHA, NE

Past

March 29, 2000 - September 25, 2000

TD AMERITRADE CLEARING, INC.

CRD#: 5633

OMAHA, NE

Past

July 17, 1998 - September 18, 2000

J.P. SECURITIES, INC.

CRD#: 36559

BELLEVUE, NE

Past

April 16, 1998 - June 30, 1998

J.P. SECURITIES, INC.

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".

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.

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

What does exam status mean?

State Security Law Exam

Series 65

Status Unavailable

Passed: 3/19/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 4/15/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 4/13/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Status Unavailable

Passed: 8/1/2000

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Status Unavailable

Passed: 9/30/1999

General Securities Principal 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 (21 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

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

Marvin G. Brinkman

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

TD AMERITRADE, INC.

TD AMERITRADE CLEARING, INC.

FREETRADE.COM, INC.

TD AMERITRADE CLEARING, INC.

J.P. SECURITIES, INC.

J.P. SECURITIES, INC.

Primary Firm SEC Registration

BELLWETHER WEALTH

State Registrations and Notice Filings

Exams

Series 65

Passed: 3/19/2009

Series 63

Passed: 4/15/1998

SIE

Passed: 10/1/2018

Series 7

Passed: 4/13/1998

Series 4

Passed: 8/1/2000

Series 24

Passed: 9/30/1999

Current Firm

BELLWETHER WEALTH

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BELLWETHER WEALTH

TRUST BUT VERIFY

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