Stonebridge Wealth Systems provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Stonebridge Wealth Systems reports 931 clients. They include 792 individual clients and 139 high-net-worth individuals. Of its assets, 96.7% ($357M across 2,608 accounts) are managed with discretion; $12.2M across 212 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 54% |
| High-net-worth individuals | 15% | 46% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 792 | $201M | 54.5% | $254K |
| High-net-worth individuals | 139 | $168M | 45.5% | $1.21M |
| Total | 931 | $369M | 100% | $397K |
- Clients
- 792
- Regulatory AUM
- $201M
- AUM share
- 54.5%
- Avg. per client
- $254K
- Clients
- 139
- Regulatory AUM
- $168M
- AUM share
- 45.5%
- Avg. per client
- $1.21M
Total
- Clients
- 931
- Regulatory AUM
- $369M
- AUM share
- 100%
- Avg. per client
- $397K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Stonebridge Wealth Systems charges up to 2.00% a year for its Asset management. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting services
- Consulting is charged at $300 per hour and may exceed the fixed fees depending on complexity.
- Financial planning
- Financial planning is a negotiable fixed fee of up to $10,000, depending on the complexity of the client situation.
Jeffrey Gove owns 25% to 50% of Stonebridge Wealth Systems. The leadership team of Stonebridge Wealth Systems includes Chief Compliance Officer John Dwyer. It has 25 employees, 10 of them in advisory roles.
Leadership
- John DwyerChief Compliance Officer
- Jeremy GoveMember
- Jeffrey GoveManaging Member
- Timothy KulhanekMember
- Scott NachtigalMember
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Aliisa Ann Criffield
- Jeffrey Gove
- Jeremy Gove
- Gavin Harsh
- Jay Michael Aaron Kammerer
- Timothy Keith Kulhanek
- Eli T Mardock
- Scott Andrew Nachtigal
- Daniel Joseph Oleson
- Ian Michael Stratman
- John Eugene Ternus
- Zachary Robert Vancas
- Chad Stephen Winter
Staff
- 25 employees
- 10 in advisory functions
- 10 state-registered reps
- 1 broker-dealer rep
- 10 insurance agents
- Owns 25% to 50% of Stonebridge Wealth Systems LLC
Jeffrey Gove
Control person · since September 2023
- Owns 25% to 50% of Stonebridge Wealth Systems LLC
Timothy Kulhanek
Control person · since September 2023
- Owns 10% to 25% of Stonebridge Wealth Systems LLC
Scott Nachtigal
since September 2023
- Owns 5% to 10% of Stonebridge Wealth Systems LLC
Jeremy Gove
since September 2023
Stonebridge Wealth Systems’ regulatory assets grew 3.6× from $102M (March 2024) to $369M (March 2026); clients rose from 361 to 931 and employees from 6 to 25.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $369M | 931 | 25 | 4 |
| July 2025 | $276M | 927 | 15 | 4 |
| March 2024 | $102M | 361 | 6 | 4 |
Besides its headquarters, Stonebridge Wealth Systems has 3 offices, with 4 listed addresses in Nebraska.
Nebraska · 4 listed addresses
- 108 1st Avenue Place, KearneyHQ
- 5733 S 34th Street, Lincoln
- 834 N Diers Ave, Grand Island
- 11605 Miracle Hills Drive, Omaha
Contact and registration details
- Legal name
- Stonebridge Wealth Systems LLC
- Headquarters
- 108 1st Avenue Place, Kearney, NE 68847
- Website
- stonebridgeiwm.com
- Phone
- 308-698-0144
- SEC file
- 801-128877
- Structure
- Nebraska LLC
- Fiscal year end
- December
Stonebridge Wealth Systems uses Fidelity ($230M, 62%) and Charles Schwab ($138M, 38%) as custodians for its separately managed accounts. Stonebridge Wealth Systems has custody of $45.6M in client assets for 353 clients.
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $230M62%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $138M38%
At year end, Stonebridge Wealth Systems’ separately managed accounts were mostly in funds (70%) and bonds (13%).
What the accounts hold
- Stocks9%
- Funds70%
- Bonds13%
- Cash7%
- Other1%
- U.s. government/agency bonds, u.s. state and local bonds, annuities1%
How many clients does Stonebridge Wealth Systems have?
Stonebridge Wealth Systems has 931 clients and manages $369 million for them, as of March 2026. They include 792 individual clients and 139 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Stonebridge Wealth Systems offer?
Stonebridge Wealth Systems provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Stonebridge Wealth Systems charge?
Stonebridge Wealth Systems charges up to 2.00% a year for its Asset management. The fee is billed in arrears and is negotiable.
Which custodians does Stonebridge Wealth Systems use?
Stonebridge Wealth Systems’ separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $230M and Charles Schwab & Co., Inc. (Westlake, TX), with $138M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Stonebridge Wealth Systems have?
Stonebridge Wealth Systems has 10 investment adviser representatives registered with state securities authorities, out of 25 employees, and 10 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 10 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stonebridge Wealth Systems invest in?
At the end of its last fiscal year, Stonebridge Wealth Systems’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 13% investment grade corporate bonds, 9% exchange-traded equities, 7% cash and equivalents and 1% other. The 1% other category is described as: U.S. Government/Agency Bonds, U.S. State and Local Bonds, Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stonebridge Wealth Systems?
Stonebridge Wealth Systems’ direct owners are Jeffrey Gove, Timothy Kulhanek, Scott Nachtigal and Jeremy Gove, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Stonebridge Wealth Systems get paid?
Stonebridge Wealth Systems is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Stonebridge Wealth Systems registered with the SEC?
Yes, Stonebridge Wealth Systems has been registered with the SEC as an investment adviser since 12 October 2023. Its CRD number is 327894 and its SEC file number is 801-128877.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Stonebridge Wealth Systems?
Stonebridge Wealth Systems’ main office is at 108 1st Avenue Place, Kearney, NE 68847. Its phone number is 308-698-0144. Its website is stonebridgeiwm.com.