Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-02-02 |
Branch Locations
5733 South 34Th Street Suite 300, Lincoln, NE 68516 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 08/2013 | 01/2020 |
| Investacorp Inc | Miami | FL | 01/2020 | 07/2020 |
| Securities America, Inc. | Lincoln | NE | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Lincoln | NE | 06/2024 | 11/2025 |
| Stonebridge Wealth Systems | Lincoln | NE | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-08 |
Reach out to this advisor