Brian
Beaulieu
Bellwether Wealth
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About this Advisor
Brian Beaulieu is a financial advisor based in Manchester, New Hampshire, working with Bellwether Wealth. Brian has previously held positions at Itr Capital Management, LLC, Institute For Trend Research, Vistage International, Beaubros LLC, Beauplace LLC, Nfp Securities, Inc, Kestra Financial Services, Inc, and Bellwether Advisors, LLC Dba Bellwether Wealth. Brian has passed the Series 65 regulatory exam and is registered to provide services in New Hampshire. Currently, Brian is part of Bellwether Wealth, which operates out of Manchester, New Hampshire. The firm has 11 employees and manages assets totaling $516.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Bellwether Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bellwether Wealth Brokerage Details
$516,613,791
11
1,119
$461,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brian Beaulieu Work History
Bellwether Advisors, LLC Dba Bellwether Wealth
Itr Capital Management, LLC
Beaubros LLC
Beauplace LLC
Vistage International
Institute For Trend Research
Kestra Financial Services, Inc
Nfp Securities, Inc
Disclosures
Please visit the SEC profile of Brian Beaulieu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bellwether Wealth
South Bend, NE
South Bend, NE
South Bend, NE
South Bend, NE
South Bend, NE
Manchester, NH
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