Bellwether Investment Group, LLC Employee Directory

Investment ManagementTennessee, United States2-10 Employees

Mission Statement 

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you’ll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, fee-based investment management, fee-based planning, and personal, efficient service.

Find Bellwether Investment Group, LLC employees' phone numbers or email addresses

Bellwether Investment Group, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Bellwether Investment Group, LLC's Leadership

  • Stylized image of a person
    C. W.
    Partnerfinancial Advisor
    Phone icon
  • Stylized image of a person
    J. L.
    Financial Advisor, Partner & Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    K. G.
    Managing Member
    Phone icon

Contact profiles from Bellwether Investment Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. W.
    Partnerfinancial Advisor
    Phone icon
    UNITED STATES
    Oct 17, 2024
  • Stylized image of a person
    J. L.
    Financial Advisor, Partner & Chief Compliance Officer
    Phone icon
    United StatesTennessee
    Apr 24, 2025
  • Stylized image of a person
    K. G.
    Managing Member
    Phone icon
    Sep 11, 2025

Frequently Asked Questions

What is Bellwether Investment Group, LLC known for?

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Bellwether Investment Group, LLC was founded in 2008 operates in the Investment Management industry. The company's main headquarters is located in 605 Chestnut Street, Suite 1210; you can contact the main corporate office by phone at . Explore Bellwether Investment Group, LLC's company overview page for more information.

What is Bellwether Investment Group, LLC's most common email format?

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Bellwether Investment Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bellwether Investment Group, LLC email formats with LeadIQ.

How many employees does Bellwether Investment Group, LLC have currently?

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Bellwether Investment Group, LLC has approximately 3 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Bellwether Investment Group, LLC's key employees and leadership?

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As of December 2025, Bellwether Investment Group, LLC's key employees include:

  • Partnerfinancial Advisor: C. W.
  • Financial Advisor, Partner & Chief Compliance Officer: J. L.
  • Managing Member: K. G.

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