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Employer firm

Stewardwell LLC CRD 342950

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Stewardwell Llc

4068 Rural Plains Circle Suite 170, Franklin, TN 37064 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-07-01
  • TN RA
    APPROVED
    Since 2026-07-01

Branch Locations

4068 Rural Plains Circle Suite 170, Franklin, TN 37064 • United States

Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-11-13
ME RA APPROVED 2021-11-01
TX RA APPROVED 2021-11-01
  • TN RA
    APPROVED
    Since 2023-11-13
  • ME RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2013 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
  • 07/2026 → Present
    Franklin, TN
  • 09/2012 → Present
    Thompson Financial Group
    Presque Isle, ME
  • 01/2013 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 07/2026 → Present
    Stewardwell Wealth Partners
    Franklin, TN
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-30
S63 Uniform Securities Agent State Law Examination 2013-02-21
  • S65 Uniform Investment Adviser Law Examination
    2019-09-30
  • S63 Uniform Securities Agent State Law Examination
    2013-02-21

View on SEC IAPD

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