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Stewardwell LLC CRD 342950
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4068 Rural Plains Circle Suite 170, Franklin, TN 37064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-01 |
Branch Locations
4068 Rural Plains Circle Suite 170, Franklin, TN 37064 • United States
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-11-13 |
| ME | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
4068 Rural Plains Cir Ste 170, Franklin, TN 37064 • United States
99 Fort Fairfield Rd Ste 3, Presque Isle, ME 04769 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2013 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Stewardwell Llc | Franklin | TN | 07/2026 | Present |
| Thompson Financial Group | Presque Isle | ME | 09/2012 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2013 | Present |
| Stewardwell Wealth Partners | Franklin | TN | 07/2026 | Present |
1) Bryan Thompson is dually registered as an Investment Advisor Representative ("IAR") with StewardWell LLC ("StewardWell") since 07/2026, with Ameritas Advisory Services, LLC ("AAS") since 11/2021 and as a Registered Representative ("RR") with Ameritas Investment Company, LLC ("AIC:") since 01/2013. Business is conducted from 4068 Rural Plains Circle, Suite 170, Franklin, TN, 37064. Approximately 90% of Mr. Thompson's time is dedicated to activities as an IAR of StewardWell and AAS, with the balance as an RR of AIC. 2) Thompson Financial Group; same as branch; inv rel; financial services, payroll processing services; CEO; start date=09/2012; hrs/mo=160; trading hrs/mo=80; producer of Life and Disability Insurance, payroll processing/development oversight. 3) StewardWell Wealth Partners; same as branch; inv rel; Advisory business; Corporate Name; start date=07/2026; hrs/mo=120; trading hrs/mo=120; IAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-21 |
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