Best Investors Account Sign in
Current Employers
Stonebridge Wealth Systems Llc

108 1St Avenue Place, Kearney, NE 68847 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-11-29
TX RA APPROVED_RES 2023-10-13
  • NE RA
    APPROVED
    Since 2023-11-29
  • TX RA
    APPROVED_RES
    Since 2023-10-13

Branch Locations

108 1St Avenue Place, Kearney, NE 68847 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Gove Investments, Inc Kearney NE 04/2001 09/2018
Stonebridge Insurance And Wealth Management Kearney NE 08/2019 Present
5811 Planning And Consulting Llc (Previously Idcf) Kearney NE 09/2018 Present
Brookstone Wealth Advisors, Llc Kearney NE 12/2019 10/2023
Stonebridge Wealth Systems Llc Kearney NE 10/2023 Present
  • 04/2001 → 09/2018
    Gove Investments, Inc
    Kearney, NE
  • 08/2019 → Present
    Stonebridge Insurance And Wealth Management
    Kearney, NE
  • 09/2018 → Present
    5811 Planning And Consulting Llc (Previously Idcf)
    Kearney, NE
  • 12/2019 → 10/2023
    Kearney, NE
  • 10/2023 → Present
    Kearney, NE
Previous Registrations
  • 2019-12-23 → 2023-11-29
    Lincoln, NE
    Grand Island, NE
    Kearney, NE
  • 2012-02-23 → 2013-08-26
    Gig Harbor, WA
  • 2012-01-25 → 2012-02-23
    Summit Advisor Solutions
    Dallas, TX
  • 2011-02-17 → 2011-12-31
    Sca
    Kearney, NE
  • 2007-11-05 → 2011-03-03
    J P Turner & Company Capital Management, Llc
    Suite 4, NE
  • 2007-08-09 → 2007-11-05
    J P Turner & Company Capital Management, Llc
    Kearney, NE
Other Businesses

5811 PLANNING AND CONSULTING LLC, INC; INVESTMENT RELATED; 5811 R AVE, KEARNEY, NE 68847; BUSINESS CONSULTING; PRESIDENT; STARTED 09/2018; 10-20 HOURS/MONTH DEVOTED; 0-5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; REVIEW BUSINESS PLANS FOR HUMANITARIAN PROJECTS PROVIDING ADVICE AND PROPOSED CHANGES TO THE PLANS SO THEY CAN SECURE PROJECT FUNDING FROM OUTSIDE SOURCES. STONEBRIDGE INSURANCE AND WEALTH MANAGEMENT; INVESTMENT RELATED; 3800 A AVE, SUITE C, KEARNEY, NE 68847; INSURANCE AGENT; STARTED 08/2019; 20 HOURS/MONTH DEVOTED; ALL HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS .

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-20
S66 Uniform Combined State Law Examination 2007-06-08
S63 Uniform Securities Agent State Law Examination 2006-10-23
  • S65 Uniform Investment Adviser Law Examination
    2019-12-20
  • S66 Uniform Combined State Law Examination
    2007-06-08
  • S63 Uniform Securities Agent State Law Examination
    2006-10-23
Other Names
  • Jeremy Lynn Gove

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Kearney, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor