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
Kearney, NE 68847
Credentials
Series 63, Series 65, Series 66
Industry experience
12 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
2019 - 2023 (4 years)
Stonebridge Insurance and Wealth Management
2019 - Present (7 years)
5811 Planning and Consulting LLC (Previously IDCF)
2018 - Present (8 years)
Gove Investments, Inc.
2001 - 2018 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Kearney, NE
Edward Jones
Series 66
Kearney, NE
Edward Jones
Series 66
Kearney, NE
Edward Jones
Series 66
Kearney, NE
Edward Jones
Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
CFP®, Series 66
Kearney, NE
Oldfather Financial Services
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