Daniel Joseph Oleson

Employer firm

Stonebridge Wealth Systems LLC CRD 327894

$369M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2024 → Present
  Stonebridge Wealth Systems
  Omaha, NE
• 10/2019 → 08/2024
  Lube Tech
  Omaha, NE
• 05/2019 → 10/2019
  Unemployed
  Omaha, NE
• 03/2018 → 04/2019
  Pinnacle Productions
  Sioux Falls, SD
• 05/2018 → 10/2018
  Bills Tree Service
  Sioux City, IA
• 08/2016 → 03/2018
  One Eyed Jacks
  Sioux City, IA
• 08/2015 → 03/2018
  Hyvee
  Sioux City, IA
• 01/2017 → 12/2017
  Briar Cliff University
  Sioux City, IA
• 08/2015 → 12/2016
  Western Iowa Tech Community College
  Sioux City, IA

Other Businesses

Name of business: Stonebridge Insurance and Wealth Management; Investment-related: yes; Address: 3800 Avenue A Suite C, Kearney, NE 68847; Nature of business: Insurance sales; Position: Insurance producer; Start date: November 14, 2024; Approximate number of hours a month: 10; Number of hours devoted during trading hours: 5; Duties: Client reviews and selling insurance and selling policies.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-23
• S65 Uniform Investment Adviser Law Examination
  2023-06-05

Other Names

• Dan Joseph Oleson
• Dano Joseph Oleson