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
ChFC®, Series 63
Experience Industry experience
38 years
Location
Minden, NE 68959
Principal Financial Services
Enterprise
Todd Jensen is a financial advisor with Principal Financial Services in Minden, Nebraska, holding the ChFC® designation and a Series 63 license. He has 37 years of industry experience, including long tenures at Principal Life Insurance Company and Principal Securities Inc. Jensen serves as a board member of the Kearney County Community Foundation and is a member of the Minden United Methodist Church Endowment Committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.
Based on Principal Financial Services
$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)
Minden, NE
128 E 4th St
Minden NE 68959
Advisors at this office
1
Nebraska · Texas
38 years of industry experience
Principal Life Insurance Comp
1998 - Present • 28 years
Minden, NE
Principal Securities INC
1988 - Present • 38 years
Minden, 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.
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:
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.
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.
Series 66, Series 63
Kearney, NE
Stonebridge Wealth Systems LLC
Ian Stratman is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at Principal Advised Services and various Principal entities, as well as Nebraska Bank of Commerce. At Principal Advised Services, he provided one-on-one investment advice to retirement plan participants. Stonebridge Wealth Systems LLC offers discretionary asset management, financial planning, and fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm bases portfolios on client goals, time horizons, and risk tolerance, utilizing a combination of in-house management and outsourced sub-advisors.
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