STONEBRIDGE WEALTH SYSTEMS LLC

3800 A Ave
Ste C
Kearney, Nebraska 68847
Tel: 308-698-0144

About STONEBRIDGE WEALTH SYSTEMS LLC

STONEBRIDGE WEALTH SYSTEMS LLC, formally registered with the SEC as STONEBRIDGE WEALTH SYSTEMS LLC. The firm was established in 10/12/2023. They have over 4 offices throughout the country.

STONEBRIDGE WEALTH SYSTEMS LLC is a Kearney, Nebraska based Financial Planning firm with nearly $102,000,000 assets under management, offering retirement planning & investment advisory services to 722 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327894
SEC#	801-128877
Assets Managed by Firm	$102,000,000
No. of Clients	722
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	722	$102,000,000
Individuals (other than high net worth individuals)	200	$40,000,000
High net worth individuals	161	$62,000,000

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