CW
CW
Chad Winter
12 Years of Experience
Lincoln, NE
1 Disclosure
Chad Winter is a registered investment advisor at Stonebridge Wealth Systems LLC, based in Lincoln, NE, with 12 years of industry experience. Chad 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 Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5733 South 34th Street, Suite 300, Lincoln, NE, 68516
Get directionsHistory
Regulatory History (1)
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Criminal
September 2002Final Disposition
Employment History
Current Registrations
Stonebridge Wealth Systems LLC
February 2026 - Present · 2 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - December 2025 · 1 yr 6 mos
Securities America, INC.Broker
July 2020 - June 2024 · 3 yrs 11 mos
Investacorp, INC.Broker
January 2020 - July 2020 · 6 mos
TD Ameritrade, INC.Broker
October 2013 - December 2019 · 6 yrs 2 mos
State Registrations1 state
NE
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.