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Aliisa Ann Criffield

Stonebridge Wealth Systems LLC

Kearney, NE

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Current Employers
Stonebridge Wealth Systems Llc

108 1St Avenue Place, Kearney, NE 68847 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-01-23
  • NE RA
    APPROVED
    Since 2025-01-23

Branch Locations

108 1St Avenue Place, Kearney, NE 68847 • 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
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
  • 07/2014 → 08/2019
    Phynd
    Dallas, TX
  • 08/2019 → 05/2024
    University Of Nebraska - Kearney
    Kearney, NE
  • 05/2024 → Present
    Stonebridge Wealth Systems
    Kearney, NE
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-23
  • S65 Uniform Investment Adviser Law Examination
    2025-01-23

View on SEC IAPD

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