Timothy Keith Kulhanek

Current Employers

Employment History

• 02/2015 → 07/2019
  Taylor Capital Management Inc.
  Woodstock, GA
• 03/2015 → 10/2023
  Brookstone Wealth Advisors, Llc
  Lincoln, NE
• 03/2013 → Present
  Gk Distributors
  Kearney, NE
• 05/2009 → Present
  Stonebridge Insurance And Wealth Management
  Lincoln, NE
• 06/2019 → Present
  World Equity Group, Inc.
  Lincoln, NE
• 10/2020 → Present
  Tkre Investment Group
  Lincoln, NE
• 10/2023 → Present
  Stonebridge Wealth Systems Llc
  Lincoln, NE

Previous Registrations

• 2015-03-06 → 2023-11-29
  Brookstone Wealth Advisors, Llc
  Lincoln, NE
  Grand Island, NE
  Kearney, NE
  Lincoln, NE
• 2013-02-07 → 2015-02-13
  Concorde Asset Management, Llc
  Kearney, NE
• 2012-03-05 → 2013-03-06
  Fortitude Advisory Group L.L.C.
  Gig Harbor, WA
• 2011-09-12 → 2011-12-31
  Sca
  Gig Harbor, WA

Other Businesses

(1) STONEBRIDGE INSURANCE & WEALTH MANAGEMENT. DBA. 3801 Union Drive, Suite 204. Lincoln, NE 68516. INVESTMENT RELATED. START DATE: 5/2009. PARTNER/INSURANCE AGENT. APPROX. HRS/MONTH: 50. APPROX. HRS/MO DURING SECURITIES TRADING HOURS: 50. (2) GK DISTRIBUTORS, 3800 A AVE, STE C KEARNEY, NE 68847, NOT INVESTMENT RELATED. START DATE: 3/2013. MEMBER OF LLC THAT OWNS OFFICE BUILDING IN KEARNEY, NE. MINIMAL DUTIES. OCCASIONALY WRITE PAYROLL CHECKS. APPROX HOURS: 0/MONTH (0/MONTH DURING TRADING HOURS). (3) RETIREMENT WEALTH ADVISORS, INC.,RIA. 89 IONIA AVE., N.W., SUITE 600, GRAND RAPIDS, MI. 49503 INVESTMENT RELATED. START DATE: 2/2015. INVESTMENT ADVISOR REPRESENTATIVE OFFERING INVESTMENT ADVISORY SERVICES. APPROX. HOURS/MO: 80. APPROX HRS/MONTH DURING TRADING HOURS: 40. (4) TK Private Investment Group. 3801 Union Drive, Suite 204, Lincoln NE 68516. Investment Related. Start Date: 3/2016. President. Owner. Private Corp. that provides my salary, pays taxes, file tax reports and process investment related compensation. Approx. hrs/month: 5. none during market hours. (5) WORLD EQUITY GROUP; INVESTMENT RELATED; 3801 UNION DRIVE, SUITE 204, LINCOLN, NE 68516; BROKER DEALER; REGISTERED REPRESENTATIVE; STARTED 06/2019; 15 HOURS/MONTH DEVOTED; 15 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF ANNUITY PRODUCTS. Start Date: 11.01.23(Expected); (6) TKRE INVESTMENT GROUP; NON INVESTMENT RELATED; 3801 UNION DRIVE, SUITE 204, LINCOLN, NE 68516; REAL ESTATE; OWNER; STARTED 10/2020; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; RENTAL PROPERTY. (7) Stonebridge Wealth Systems LLC; Yes, investment related; Address: 108 1st Avenue Place, Kearney, NE 68847; Nature of OBA: We are establishing our own RIA so we would like to get this approved ahead of time. We are currently IAR of Brookstone Capital Management . The new RIA will be Stonebridge Wealth Systems, LLC. I am going to be a member of the LLC as well as co-owner of the new RIA; Posn/Title: Member of the LLC/RIA; Start Date: 11/01/2023; Approx No of Hrs/Mth for OBA: 120 Hrs/Mth; Approx No of Hrs/Mth for OBA during trading Hrs: 6 Hrs/Mth; Duties towards OBA: I am not taking on a direct role such as CCO - that will be Jeffrey Gove. I will be an IAR and member/owner of the LLC/RIA itself.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-11