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Timothy Kulhanek

Stonebridge Wealth Systems LLC
15 Years of Experience
Lincoln, NE
BrokerSells Insurance
View SEC Summary
View SEC Summary

Timothy Kulhanek is a registered investment advisor at Stonebridge Wealth Systems LLC, based in Lincoln, NE, with 15 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Stonebridge Wealth Systems LLC
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
—
View Full SEC Brochure

Location

5733 S 34th Street, Suite 300, Lincoln, NE, 68516

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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

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
October 2023 - Present · 3 yrs
World Equity Group, INC.Broker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Brookstone Wealth Advisors, LLC
March 2015 - November 2023 · 8 yrs 8 mos
Taylor Capital Management INC.Broker
February 2015 - July 2019 · 4 yrs 5 mos
Concorde Asset Management, LLC
February 2013 - February 2015 · 2 yrs
Concorde Investment Services, LLCBroker
January 2013 - February 2015 · 2 yrs 1 mo
Argentus Advisors, LLC
March 2012 - March 2013 · 1 yr
J.P. Turner & Company, L.L.C.Broker
January 2012 - January 2013 · 1 yr
Strategic Capital Alternatives
September 2011 - December 2011 · 3 mos
Rp Capital LLCBroker
August 2011 - December 2011 · 4 mos
State Registrations8 states
AZFLKSNENVOHSDTX
AdvisorBrokerBoth

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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