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 63, Series 66
Experience Industry experience
33 years
Location
Kearney, NE 68845
Edward Jones
Institution
Stephen Homan is a financial advisor with Edward Jones in Kearney, NE, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves on the board of the Kearney Community Theatre, where he participates in fundraising and production efforts. Edward Jones is a wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Kearney, NE 6th Ave
4016 6th Ave
Kearney NE 68845
Advisors at this office
3
Nebraska · Texas
33 years of industry experience
Edward D. Jones & CO., L.P.
1993 - Present • 33 years
Kearney, NE
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.
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.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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