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Timothy Keith Kulhanek

STONEBRIDGE WEALTH SYSTEMS LLC·KEARNEY, Nebraska
SIE, Series 7, Series 66Clean record14 years registeredSTONEBRIDGE WEALTH SYSTEMS LLC
3800 A AVE, KEARNEY, NE 68847CRD# 5696299Firm CRD# 327894

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Keith Kulhanek · KEARNEY, NE
Registration
CRD #5696299 · STONEBRIDGE WEALTH SYSTEMS LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

STONEBRIDGE WEALTH SYSTEMS LLC
Oct 2023 – present
BROOKSTONE WEALTH ADVISORS, LLC
Mar 2015 – Nov 2023
Grand Island, NE
CONCORDE ASSET MANAGEMENT, LLC
Feb 2013 – Feb 2015
KEARNEY, NE
ARGENTUS ADVISORS, LLC
Mar 2012 – Mar 2013
GIG HARBOR, WA
STRATEGIC CAPITAL ALTERNATIVES
Sep 2011 – Dec 2011
GIG HARBOR, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 12, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STONEBRIDGE WEALTH SYSTEMS LLC
CRD 327894 · SEC 801-128877
AUM
$102M
Regulatory assets under management
Employees
6
722 client accounts
Services offered by STONEBRIDGE WEALTH SYSTEMS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STONEBRIDGE WEALTH SYSTEMS LLC →
Introduction

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05

Frequently Asked Questions

What services does Timothy Keith Kulhanek offer?
Timothy Keith Kulhanek specializes in Financial Planning, Investment Management. Contact their office in KEARNEY, Nebraska for a consultation.
What are Timothy Keith Kulhanek's credentials?
Timothy Keith Kulhanek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Keith Kulhanek located?
Timothy Keith Kulhanek is based in KEARNEY, Nebraska, working with STONEBRIDGE WEALTH SYSTEMS LLC. Their office serves clients in the KEARNEY metropolitan area and surrounding communities.
How does Timothy Keith Kulhanek charge for services?
Timothy Keith Kulhanek's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEBRIDGE WEALTH SYSTEMS LLC?
STONEBRIDGE WEALTH SYSTEMS LLC has approximately 6 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STONEBRIDGE WEALTH SYSTEMS LLC

Jeremy Gove
KEARNEY, NE
Scott Andrew Nachtigal
KEARNEY, NE
Jeffrey Gove
KEARNEY, NE

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