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Grand Island, NE 68803
308-698-0144
Navigating You To and Through Retirement
About Stonebridge Wealth Systems, LLC
Stonebridge Wealth Systems is an independent wealth management firm dedicated to helping individuals and families navigate to and through retirement with confidence. Through our Retirement Compass Process, we provide personalized guidance across income, investment, tax, healthcare, and legacy planning. We believe lasting financial strategies are built on lasting relationships, taking the time to understand each client's goals, values, and vision for the future so we can serve as a trusted partner for every stage of retirement.
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General Information
Firm Start Year
2012
No. of Employees
10-19
Firm CRD#
327894
Name of Custodial Firm
Fidelity Investments & Charles Schwab
Work with the following types of clients
Individual Investors
Advisory Services Provided
Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Portfolio Management
Services
Can meet clients in the following ways
Phone, Our Offices, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Insurance and Annuity Licenses
Life, Health, Annuity
Firm Information
Firm's Number of Clients
931
Assets Managed by Firm
$357 Million
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets
Disclaimer
Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents. The information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Stonebridge Wealth Systems, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Stonebridge Wealth Systems, LLC and World Equity Group are separate entities and are not owned or controlled by World Equity Group, Inc.