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108 1St Avenue Place, Kearney, NE 68847 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-11-29 |
| TX | RA | APPROVED_RES | 2023-10-13 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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 .
| Code | Exam | Date |
|---|---|---|
| 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 |
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