Best Investors Account Sign in
Inactive

John Eugene Ternus

Stonebridge Wealth Systems LLC

Kearney, NE

Grand Island, NE

CRD 7666594

Claim This Profile
Employer firm

Stonebridge Wealth Systems LLC CRD 327894

$369M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Stonebridge Wealth Systems Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-11-29
TX RA APPROVED 2023-10-12
  • NE RA
    APPROVED
    Since 2023-11-29
  • TX RA
    APPROVED
    Since 2023-10-12

Branch Locations

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

834 N Diers Ave, Grand Island, NE 68803 • 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
Brookstone Wealth Advisors, Llc Grand Island NE 01/2023 10/2023
Nebraska Army National Guard Grand Island NE 07/2022 01/2023
Nebraska Army National Guard Kearney NE 11/2020 07/2022
Nebraska Army National Guard Grand Island NE 06/2017 11/2020
Nebraska Army National Guard Grand Island NE 06/2014 06/2017
Stonebridge Wealth Systems Llc Grand Island NE 10/2023 Present
Stonebridge Insurance And Wealth Management Grand Island NE 11/2022 Present
  • 01/2023 → 10/2023
    Grand Island, NE
  • 07/2022 → 01/2023
    Nebraska Army National Guard
    Grand Island, NE
  • 11/2020 → 07/2022
    Nebraska Army National Guard
    Kearney, NE
  • 06/2017 → 11/2020
    Nebraska Army National Guard
    Grand Island, NE
  • 06/2014 → 06/2017
    Nebraska Army National Guard
    Grand Island, NE
  • 10/2023 → Present
    Grand Island, NE
  • 11/2022 → Present
    Stonebridge Insurance And Wealth Management
    Grand Island, NE
Previous Registrations
Other Businesses

Stonebridge Insurance and Wealth Management. Business is Investment Related. Located at 838 N Diers Ave, Grand Island, NE 68803. The nature of business is Insurance Agent. My is position is an Insurance Agent/Producer. The start date of the relationship is November 2022. The approximate number of hours/month that is devoted is 35.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-08
  • S65 Uniform Investment Adviser Law Examination
    2022-03-08
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Kearney, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor