Brian Lucien Beaulieu
Investment Adviser Representative at Bellwether Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Lucien Beaulieu is an investment adviser representative with Bellwether Wealth in Manchester, NH, where they have been registered since 2019. They have worked in the securities industry since 2012 and have been registered with 4 firms, including Kestra Advisory Services, LLC and NFP Advisor Services, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New Hampshire.
Registrations & licenses
- Investment adviser:
- New Hampshire
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Institute FOR Trend ResearchJun 1987 – Mar 2025Boscawen, NH
- Vistage InternationalJan 2004 – Mar 2026San Diego, CA
- Beaubros LLCSep 2008 – Mar 2026Boscawen, NH
- Beauplace LLCAug 2008 – Dec 2023Boscawen, NH
- Kestra Advisory Services, Inc.Apr 2016 – Mar 2019Austin, TX
- Bellwether Advisors, LLC dba Bellwether WealthMar 2019 – no end date reportedLincoln, NE
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bellwether Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lincoln, NE
- SEC file number:
- 801-114600
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 4, 2026
View full firm profileOther advisors at Bellwether Wealth
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Lucien Beaulieu has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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