Brian L. Beaulieu

BELLWETHER WEALTH

Manchester, NH 03103

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CRD#: 5740383

Professional summary

Brian Lucien Beaulieu is a registered financial advisor currently at BELLWETHER WEALTH located in Manchester, New Hampshire.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brian has worked at 4 firms and has passed the Series 65 exam.

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.

CEO/ECONOMIST, INSTITUTE FOR TREND RESEARCH SINCE 1987, NOT INVESTMENT-RELATED, SAME ADDRESS, 50% OF BUSINESS HOURS. MANAGING PARTNER, BEAUBROS LLC, NOT INVESTMENT-RELATED, LESS THAN 5% OF BUSINESS HOURS. MANAGING PARTNER, BEAUPLACE LLC, NOT INVESTMENT-RELATED, LESS THAN 5% OF BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lucien Beaulieu'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 15, 2019 - Present

BELLWETHER WEALTH

Office #1: 77 Sundial Ave, Suite 510w, Manchester, NH 03103

RIA

CRD#: 300012

Manchester, NH

Past

April 25, 2016 - November 18, 2019

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

LINCOLN, NE

Past

February 7, 2014 - May 9, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

GOFFSTOWN, NH

Past

April 5, 2010 - December 31, 2011

ITR CAPITAL MANAGEMENT, LLC

RIA

CRD#: 152312

BOSCAWEN, NH

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

New Hampshire
(3/15/2019)

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

IAR

Series 65

Date: 1/25/2010

Uniform Investment Adviser Law 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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Brian L. Beaulieu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lucien Beaulieu's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELLWETHER WEALTH

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

ITR CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

BELLWETHER WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 1/25/2010

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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