Daniel Oleson
Daniel Oleson is a registered investment advisor at Stonebridge Wealth Systems LLC, based in Omaha, NE, with 1 years of industry experience. Daniel 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
11605 Miracle Hills Drive, Suite 205, Omaha, NE, 68154
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
Daniel is an insurance producer at Stonebridge Insurance and Wealth Management since November 2024, focusing on client reviews and selling insurance policies. He dedicates a few hours per week to this activity, some of which occur during trading hours.
Employment History
Current Registrations
Stonebridge Wealth Systems LLC
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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