Lance Tyler Norquest
Investment adviser representative at Bellwether Wealth
12 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
12 years in the industry.
- Bellwether WealthApr 2023 to now
- Bellwether Advisors, LLC dba Bellwether WealthApr 2022 to now
- Purshe Kaplan Sterling InvestmentsJun 2022 to Jun 2024
- Securities America Advisors IncJan 2016 to Apr 2022
- Securities America IncJun 2014 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 6346276
- Firm CRD
- 300012