Timothy Kulhanek
Timothy Kulhanek is a registered investment advisor at Stonebridge Wealth Systems LLC, based in Lincoln, NE, with 14 years of industry experience. Timothy 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee is negotiable.
Fee Estimator
Location
5733 S 34th Street, Suite 300, Lincoln, NE, 68516
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is a partner and insurance agent at Stonebridge Insurance & Wealth Management, and an investment advisor representative at Retirement Wealth Advisors, Inc. He also owns TK Private Investment Group, TKRE Investment Group, and is establishing Stonebridge Wealth Systems LLC as an RIA, and sells annuity products through World Equity Group.
Employment History
Current Registrations
Stonebridge Wealth Systems LLC
World Equity Group, INC.Broker
Previous Registrations
Brookstone Wealth Advisors, LLC
Taylor Capital Management INC.Broker
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Argentus Advisors, LLC
J.P. Turner & Company, L.L.C.Broker
Strategic Capital Alternatives
Rp Capital LLCBroker
State Registrations8 states
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.