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Stonebridge Wealth Systems LLC CRD 327894
$369M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
108 1St Avenue Place, Kearney, NE 68847 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phynd | Dallas | TX | 07/2014 | 08/2019 |
| University Of Nebraska - Kearney | Kearney | NE | 08/2019 | 05/2024 |
| Stonebridge Wealth Systems | Kearney | NE | 05/2024 | Present |
Stonebridge Insurance and Wealth Management, investment related, 108 1st Ave, Kearney, NE 68847, Insurance sales, 6/2024, approximately 32 hours a month, approximately 32 hours a month during trading hours, selling insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-23 |
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