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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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 927 clients with $280M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
927 clients
Average Client Portfolio
$298K average
Assets Under Management
$276.0M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The annual fee is negotiable.

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.

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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 · 2 yrs 6 mos
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.