Stonebridge Wealth Systems LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$276,013,268
Total clients
927
9% high-net worth
Total advisors
9
of 15 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
103
Average account size
$297,749
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Stonebridge Wealth Systems LLC
108 1 St Avenue Place
Kearney NE 68847, United States
Number of offices
4
Quick links
Advisors at this firm
Aliisa C
Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Timothy K
Series 66
Lincoln, NE
Stonebridge Wealth Systems LLC
Zachary V
Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Daniel O
Series 63, Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Jeffrey G
Series 63, Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Eli M
Series 63, Series 66
Lincoln, NE
Stonebridge Wealth Systems LLC
Scott N
Series 63, Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Chad W
Series 63, Series 65
Lincoln, NE
Stonebridge Wealth Systems LLC
John T
CFP®, ChFC®, Series 65
Grand Island, NE
Stonebridge Wealth Systems LLC
Jeremy G
Series 63, Series 65, Series 66
Kearney, NE
Stonebridge Wealth Systems LLC
Jay K
Series 66
Omaha, NE
Stonebridge Wealth Systems LLC
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