Advisor at Stonebridge Wealth Systems LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stonebridge Wealth Systems LLC
Location
Lincoln, NE 68516
Credentials
Series 63, Series 66
Industry experience
5 years
Fixed fee for financial planning up to $10,000 depending on complexity
All assets+: Up to 2.50% annually
$300 per hour for consulting services
Stonebridge Wealth Systems LLC
2023 - Present (3 years)
Brookstone Wealth Advisors, LLC
2022 - 2023 (1 year)
Stonebridge Insurance & Wealth Management
2022 - Present (4 years)
Northwestern Mutual Investment Services LLC
2020 - 2021 (1 year)
Hunky Dory LLC dba The Royal Grove
2018 - 2023 (5 years)
Backstage Bar LLC dba Dinty Moores Bar
2017 - Present (9 years)
Eagle Seagull Music
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Lincoln, NE
402 Financial
402 Financial is a fee-only financial advisor firm serving Lincoln, NE and surrounding areas, founded by Christian Classen and Joseph Fowler, CFP®. We specialize in retirement planning. We started 402 because we were tired of "financial advisors" who made their living selling annuities and expensive mutual funds, without adding any value to the clients they claimed to serve. Our process goes beyond investments; we focus on minimizing your lifetime tax bill and enabling you to give to the charities you love.
CFP®, Series 66
Lincoln, NE
Edward Jones
Series 66
Lincoln, NE
Edward Jones
Series 66
Lincoln, NE
Edward Jones
CFP®, Series 66
Lincoln, NE
Edward Jones
ChFC®, Series 66
Lincoln, NE
Edward Jones
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