AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
EK

Emilee Lauren Knudson

BELLWETHER WEALTH
LINCOLN, NE
·CRD# 7766136·3 years experience

Professional Summary

Emilee Lauren Knudson, who also goes by Emilee L Knudson, is a registered financial advisor currently at BELLWETHER WEALTH located in Lincoln, Nebraska. Emilee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Emilee has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Emilee L Knudson

Blog Corner

More Resources

Similar Advisors

ML
Martha Elizabeth Linsley

MORGAN STANLEY & CO. LLC

NEW YORK, NY · CRD#
View profile
Marlborough, MA · CRD#
Stacey Stephenson Hyde
Stacey Stephenson Hyde

ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

ML
Martha Elizabeth Linsley

MORGAN STANLEY & CO. LLC

NEW YORK, NY · CRD#
Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Marlborough, MA · CRD#
Stacey Stephenson Hyde
Stacey Stephenson Hyde

ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

ML
Martha Elizabeth Linsley

MORGAN STANLEY & CO. LLC

NEW YORK, NY · CRD#
Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Marlborough, MA · CRD#
Stacey Stephenson Hyde
Stacey Stephenson Hyde

ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

ML
Martha Elizabeth Linsley

MORGAN STANLEY & CO. LLC

NEW YORK, NY · CRD#
Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Marlborough, MA · CRD#
Stacey Stephenson Hyde
Stacey Stephenson Hyde

ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · CRD#

Years of Experience

3 years in the financial services industry

Current & Past Employments

Current

BELLWETHER WEALTHCurrent·CRD# 300012
RIA
140 North 8th Street Suite 210, Lincoln, NE 68058
October 27, 2026 - Present

Past

UBS FINANCIAL SERVICES INC.Past·CRD# 8174
RIA
Lincoln, NE
February 3, 2025 - September 14, 2026
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
BD
Lincoln, NE
August 2, 2024 - September 14, 2026

Similar Advisors

ML
Martha Elizabeth Linsley

MORGAN STANLEY & CO. LLC

NEW YORK, NY · CRD#
Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Marlborough, MA · CRD#
Stacey Stephenson Hyde
Stacey Stephenson Hyde

ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · CRD#

Current Firm

BW
BELLWETHER WEALTH

BELLWETHER ADVISORS, LLC | BELLWETHER WEALTH

CRD#: 300012 / SEC#: 801-114600
RIA
Registered Investment Advisory firm - SEC (1/28/2019 Approved)

Contact Information

Main Address

140 North 8th Street Suite 210, Lincoln, NE 68058

Phone Number

(402) 476-8844

# of Employees

12

SEC notice filing (21 States and Territories)

Registered to provide investment advisory services in 21 US 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

Similar Advisors

ML
Martha Elizabeth Linsley

MORGAN STANLEY & CO. LLC

NEW YORK, NY · CRD#
Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Marlborough, MA · CRD#
Stacey Stephenson Hyde
Stacey Stephenson Hyde

ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

ML
Martha Elizabeth Linsley

MORGAN STANLEY & CO. LLC

NEW YORK, NY · CRD#
Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Marlborough, MA · CRD#
Stacey Stephenson Hyde
Stacey Stephenson Hyde

ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · CRD#

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 - SEC (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.
IAR
Nebraska
(10/27/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2025About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2023About the SIE exam

Similar Advisors

ML
Martha Elizabeth Linsley

MORGAN STANLEY & CO. LLC

NEW YORK, NY · CRD#
Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Marlborough, MA · CRD#
Stacey Stephenson Hyde
Stacey Stephenson Hyde

ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Emilee Lauren Knudson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

ML
Martha Elizabeth Linsley

MORGAN STANLEY & CO. LLC

NEW YORK, NY · CRD#
Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Marlborough, MA · CRD#
Stacey Stephenson Hyde
Stacey Stephenson Hyde

ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · CRD#