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Lance Tyler Norquest

Investment Adviser Representative at Bellwether Wealth

Lincoln, NECRD #6346276Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Lance Tyler Norquest is an investment adviser representative with Bellwether Wealth in Lincoln, NE, where they have been registered since 2023. They have worked in the securities industry since 2015 and were previously registered with Securities America Advisors, Inc. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Nebraska.

Office

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

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Nebraska

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/18/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 52
Municipal Securities Representative Examination
Passed 10/10/2016
Series 7
General Securities Representative Examination
Passed 12/9/2014
Series 53
Municipal Securities Principal Examination
Passed 11/23/2016
Series 4
Registered Options Principal Examination
Passed 4/5/2016
Series 24
General Securities Principal Examination
Passed 8/17/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Bellwether WealthCurrent
4/4/2023 – Lincoln, NE
Securities America Advisors, Inc.
1/20/2016 – 4/21/2022La Vista, NE

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Securities America Inc
    Jun 2014 – Apr 2022La Vista, NE
  2. Securities America Advisors Inc
    Jan 2016 – Apr 2022La Vista, NE
  3. Purshe Kaplan Sterling Investments
    Jun 2022 – Jun 2024Albany, NY
  4. Bellwether Advisors, LLC dba Bellwether Wealth
    Apr 2022 – Mar 2023Lincoln, NE
  5. Bellwether Advisors, LLC dba Bellwether Wealth
    Mar 2023 – 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

Other advisors at Bellwether Wealth

6 other advisors in the directory

View Bellwether Wealth firm profile

Similar advisors in Lincoln, NE

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lance Tyler Norquest 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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