Best Investors Account Sign in
Inactive

Chad Stephen Winter

Stonebridge Wealth Systems LLC

Lincoln, NE

Claim This Profile
Current Employers
Stonebridge Wealth Systems Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-02-02
  • NE RA
    APPROVED
    Since 2026-02-02

Branch Locations

5733 South 34Th Street Suite 300, Lincoln, NE 68516 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2013 → 01/2020
    Td Ameritrade
    Omaha, NE
  • 01/2020 → 07/2020
    Investacorp Inc
    Miami, FL
  • 07/2020 → 06/2024
    Securities America, Inc.
    Lincoln, NE
  • 06/2024 → 11/2025
    Osaic Wealth, Inc.
    Lincoln, NE
  • 12/2025 → Present
    Stonebridge Wealth Systems
    Lincoln, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-27
S63 Uniform Securities Agent State Law Examination 2013-11-08
  • S65 Uniform Investment Adviser Law Examination
    2026-01-27
  • S63 Uniform Securities Agent State Law Examination
    2013-11-08
Other Names
  • Chad Winter
  • Chad S Winter

View on SEC IAPD

Other Firms

AMERITAS ADVISORY SERVICES, LLC
AMERITAS INVESTMENT PARTNERS, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES

Other Investors

LINDA D THRAEN
THERESA JEAN OCHS
JULIE ANN SCHADT
JEREMY MICHAEL ROBSON
SCOTT RAYMOND FARMEN
JEFFREY BRIAN FERN
MICHAEL EUGENE SHOEMAKER
GARY LEON PETTITT

Other Offices

AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
LPL FINANCIAL LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
U.S. BANCORP ADVISORS, LLC · Lincoln, NE

More in Lincoln, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor