Alan Norman Beaulieu
Investment adviser representative at Bellwether Wealth
36 yearsExperience
1 stateRegistered in
$784MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
36 years in the industry.
- Bellwether WealthMar 2019 to now
- Bellwether Advisors, LLC dba Bellwether WealthMar 2019 to now
- HardiSep 2009 to now
- National Association of Wholesaler-distributorsJul 2009 to now
- Beaubros LLCSep 2008 to now
- Institute for Trend ResearchOct 1990 to now
- Kestra Financial Services, Inc.Apr 2016 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NH).
Bellwether Wealth
Legal name: Bellwether Advisors, LLC
$784MAssets managed
504Clients
7Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5740382
- Firm CRD
- 300012