Ian Stratman is a registered investment advisor at Stonebridge Wealth Systems LLC, based in Grand Island, NE, with 7 years of industry experience. Ian 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Charged monthly in arrears based on average daily account balance.
Fee Estimator
Location
834 North Diers Avenue, Grand Island, NE, 68803
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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 Activities
Ian works as a Retirement Consultant for Principal Advised Services, offering investment advice to retirement plan participants, and as an AVP for Principal Bank, accountable for sales of bank deposit products. Both roles are investment-related and take up nearly all of Ian's time.
Employment History
Current Registrations
Stonebridge Wealth Systems LLC
Previous Registrations
Principal Advised Services
Principal Securities, INC.
Principal Securities, INC.Broker
Pruco Securities, LLC.Broker
State Registrations1 state
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
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