Lance Norquest
Bellwether Wealth · Lincoln, Nebraska
Lance Norquest is a fee-only financial advisor at Bellwether Wealth in Lincoln, Nebraska. Lance focuses on founders (pre-exit). Bellwether Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Bellwether Wealth |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $784.0M across 1,461 accounts |
| SEC registration | Investment adviser representative in NE · CRD 6346276 |
| Exams passed | Series 66 (2016) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.bellwetherwealth.com |
How Lance's firm compares
- Bellwether Wealth's average account is about $537,000, from its Form ADV (assets managed divided by 1,461 accounts).
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Questions about Lance
Is Lance Norquest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and Bellwether Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lance charge for financial advice?
Lance's firm, Bellwether Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lance Norquest based?
Lance Norquest is based in Lincoln, Nebraska.
What does Lance specialize in?
Lance's specialties include founders (pre-exit). Lance works with founders.
Is Lance Norquest registered with the SEC?
Yes. Lance Norquest is registered as an investment adviser representative in NE (CRD 6346276), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bellwether Wealth manage?
Bellwether Wealth reports $784.0M across 1,461 accounts in assets under management.
How do I contact Lance Norquest?
Through Lance's website, www.bellwetherwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bellwether Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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