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Scott Nachtigal

9 Years of Experience
Kearney, NE
Sells Insurance

Scott Nachtigal is a registered investment advisor at Stonebridge Wealth Systems LLC, based in Kearney, NE, with 9 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 931 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
931 clients
Average Client Portfolio
$397K average
Assets Under Management
$369.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable. Charged monthly in arrears based on average daily account balance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

108 1st Avenue Place, Kearney, NE, 68847

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Scott is involved in insurance sales, including life, disability, health insurance, and fixed annuities through S&S Business Group Agency (DBA Stone Bridge Insurance and Wealth Management), dedicating about 10-20% of his time. He also has a non-investment-related role as a 1/3 owner of GK Distributors, an entity set up for building ownership and payroll, and volunteers as an instructor for American Financial Education Alliance, spending a few hours per week.

Employment History
Current Registrations
Stonebridge Wealth Systems LLC
October 2023 - Present · 3 yrs
Previous Registrations
Brookstone Wealth Advisors, LLC
February 2017 - November 2023 · 6 yrs 9 mos
State Registrations2 states
NETX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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