Lance T. Norquest

BELLWETHER WEALTH

Lincoln, NE 68058

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CRD#: 6346276

Professional summary

Lance Tyler Norquest is a registered financial advisor currently at BELLWETHER WEALTH located in Lincoln, Nebraska.

Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lance has worked at 4 firms and has passed the Series 66, SIE, Series 52, Series 7, Series 53, Series 4 and Series 24 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.

1) 1. Bellwether Advisors, LLC 2. Investment related 3. Office of Employment Address 4. RIA 5. Manager and Operations 6. 04/2022 7. 160 hrs/mo 8. 130 hrs during trading 9. Operations and Compliance 10. Salary.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Tyler Norquest'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

April 4, 2023 - Present

BELLWETHER WEALTH

Office #1: 140 North 8th Street Suite 210, Lincoln, NE 68058

RIA

CRD#: 300012

Lincoln, NE

Past

June 8, 2022 - June 21, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Lincoln, NE

Past

January 20, 2016 - April 21, 2022

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LA VISTA, NE

Past

December 10, 2014 - April 21, 2022

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

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

Nebraska
(4/4/2023)

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 66

Date: 1/18/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 52

Date: 10/10/2016

Municipal Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 12/9/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 11/23/2016

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 4/5/2016

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/17/2015

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 (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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Advisor Monitoring

Firm Stability Insights

Lance T. Norquest

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Tyler Norquest's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

BELLWETHER WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2016

SIE

Date: 10/1/2018

Series 52

Date: 10/10/2016

Series 7

Date: 12/9/2014

Series 53

Date: 11/23/2016

Series 4

Date: 4/5/2016

Series 24

Date: 8/17/2015

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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