Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
27 years
Location
Kearney, NE 68845
Equitable Advisors
Institution
Brian Urban is a financial advisor with Equitable Advisors in Kearney, Nebraska, holding a Series 66 designation and 27 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory roles, Urban is president and owner of Corporate Resource Group, Inc., involved with insurance services, and serves on the financial advisory committee of GP Church. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives with access to a variety of proprietary and third-party investment solutions.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Kearney, NE
4111 4th Avenue, Ste 44
Kearney NE 68845
Advisors at this office
1
Nebraska · Texas
27 years of industry experience
Equitable Advisors
1999 - Present • 27 years
New York, NY
AXA Advisors, LLC
1999 - 2020 • 21 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, Series 66
Kearney, NE
Oldfather Financial Services
I’m a fee-only CERTIFIED FINANCIAL PLANNER™ professional based in Kearney, Nebraska with Oldfather Financial Services. I specialize in helping physicians and other high-income professionals navigate financial decisions including student loans, tax planning, investing, retirement planning, and career transitions. My approach is focused on simplifying complex financial situations and helping clients build a clear plan that aligns with their goals and values. I work with clients locally and across the country, combining a specialized focus on medical professionals with the experience and resources of an established advisory team.
Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Aliisa Criffield is a financial advisor at Stonebridge Wealth Systems LLC in Kearney, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Stonebridge in 2024, she worked at the University of Nebraska - Kearney and PHYND. Outside of her advisory role, she is involved in insurance sales through Stonebridge Insurance and Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm provides discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for around 927 clients with a team of nine advisors.
Series 66
Kearney, NE
Stonebridge Wealth Systems LLC
Timothy Kulhanek is a financial advisor with Stonebridge Wealth Systems LLC, holding a Series 66 designation and bringing 15 years of industry experience. He has held positions at several firms including Brookstone Wealth Advisors, Taylor Capital Management, and World Equity Group. Outside of advisory roles, he is a partner and insurance agent at Stonebridge Insurance & Wealth Management. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house management and outsourced sub-advisors, employing various analytical methods to align portfolios with client goals and risk tolerance.
Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Zachary Vancas is a Series 65 licensed advisor at Stonebridge Wealth Systems LLC with one year of industry experience. Before joining Stonebridge in 2024, he worked at JumpCrew LLC and Windstream Communications among other roles. He is also a producer at Stonebridge Insurance and Wealth Management, focusing on life and health insurance sales. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house management and outsourced sub-advisors, employing various analysis methods to align portfolios with clients’ goals and risk tolerance.
Series 65
Kearney, NE
Stonebridge Wealth Systems LLC
Gavin Harsh is the principal and sole advisor at Harsh Wealth Management LLC, holding a Series 65 credential with nine years of industry experience. Prior to founding his firm, he studied Animal Science at the University of Nebraska Lincoln. Outside of his advisory role, he is a co-owner and operator of an agricultural business in Bartley, Nebraska. Harsh Wealth Management LLC is a state-registered investment advisory firm that provides discretionary asset management, financial planning, and consulting services. The firm develops client-specific investment programs using both fundamental and technical analysis and offers tiered service packages with quarterly account reviews.
Series 65, Series 63
Kearney, NE
Stonebridge Wealth Systems LLC
Daniel Oleson is a financial advisor at Stonebridge Wealth Systems LLC in Kearney, NE, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Stonebridge Wealth Systems in 2024, his work history includes roles outside the financial sector. Oleson is also an insurance producer at Stonebridge Insurance and Wealth Management, where he conducts client reviews and sells insurance policies. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a combination of in-house and outsourced management strategies, using various analysis methods to align portfolios with clients’ goals, time horizons, and risk tolerance.
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