John Ternus
John Ternus is a CFP, ChFC-designated registered investment advisor at Stonebridge Wealth Systems LLC, based in Grand Island, NE, with 3 years of industry experience. John 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 N Diers Ave, Grand Island, NE, 68803
Get directionsHistory
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
John is an insurance agent/producer at Stonebridge Insurance and Wealth Management since November 2022. This takes about a quarter of his time.
Employment History
Current Registrations
Stonebridge Wealth Systems LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
State Registrations2 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.
Exams
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