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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

12 advisors near 68959

Out of 400,000+ nationwide

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Aliisa C

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.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Timothy K

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 14 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Taylor Capital Management, and World Equity Group. Outside of advisory work, he is involved as a partner and insurance agent with Stonebridge Insurance & Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA 3(21) plan services, managing approximately $276 million for nearly 927 clients through a team of nine advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Zachary V

Series 65

Kearney, NE

Stonebridge Wealth Systems LLC

Zachary Vancas is a financial advisor at Stonebridge Wealth Systems LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JumpCrew LLC, Windstream Communications, and Niteyes, LLC. Outside of advisory services, he is also involved in life and health insurance sales as a producer with Stonebridge Insurance and Wealth Management. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high net worth clients, trusts, and retirement plans. The firm manages approximately $276 million across about 927 clients and employs a team of nine advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Gavin H

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.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Daniel O

Series 63, Series 65

Kearney, NE

Stonebridge Wealth Systems LLC

Daniel Oleson is a financial advisor with Stonebridge Wealth Systems LLC in Kearney, NE. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Stonebridge Wealth Systems, he held various positions outside the financial industry. Oleson also works as an insurance producer at Stonebridge Insurance and Wealth Management, focusing on client reviews and insurance sales. 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 across about 927 clients with a team of nine advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Ian S

Series 63, Series 66

Kearney, NE

Stonebridge Wealth Systems LLC

Ian Stratman is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes positions with Principal Securities Inc, Principal Life Insurance Company, SE2, The Prudential Insurance Company of America, Pruco Securities, Nebraska Bank of Commerce, and Republic Parking System. He also serves as a retirement consultant, providing one-on-one investment advice to Principal retirement plan participants regarding distribution options. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, delivering non-discretionary recommendations alongside a discretionary investment management program called SimpleInvest. The firm integrates third-party tools with proprietary models and is part of the Principal Financial Group family, providing access to affiliated products and services.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jeffrey G

Series 63, Series 65

Kearney, NE

Stonebridge Wealth Systems LLC

Jeffrey Gove is a financial advisor at Stonebridge Wealth Systems LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Wealth Advisors, LLC. Outside of his advisory role, he volunteers as an educator with the American Financial Education Alliance, teaching classes on Social Security and retirement topics. 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 and financial planning, employing fundamental and technical analysis alongside modern portfolio theory, with a team of nine advisors managing approximately $276 million.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Eli M

Series 63, Series 66

Kearney, NE

Stonebridge Wealth Systems LLC

Eli Mardock is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at several firms, including Brookstone Wealth Advisors and Northwestern Mutual Investment Services. Outside of finance, Mardock is a music composer and writer with works for film, television, and commercial uses, and he manages a bar business in Nebraska. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm serving individuals, high net worth clients, trusts, and retirement plans. The firm offers discretionary asset management and financial planning, utilizing fundamental and technical analysis alongside modern portfolio theory, with client accounts reviewed quarterly.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Scott N

Series 63, Series 65

Kearney, NE

Stonebridge Wealth Systems LLC

Scott Nachtigal is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at Brookstone Wealth Advisors, LLC, and Broker Network Solutions. Outside of his advisory role, Scott volunteers as an instructor with the American Financial Education Alliance, presenting Social Security information in educational workshops. 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 and financial planning, utilizing a team of nine advisors and employing fundamental and technical analysis alongside modern portfolio theory.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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John T

CFP®, ChFC®, Series 65

Kearney, NE

Stonebridge Wealth Systems LLC

John Ternus is a financial advisor at Stonebridge Wealth Systems LLC with CFP®, ChFC®, and Series 65 credentials and three years of industry experience. He has previously worked at Brookstone Wealth Advisors, LLC and serves as an insurance agent at Stonebridge Insurance and Wealth Management. Ternus also has a military background, having served multiple terms with the Nebraska Army National Guard. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high net worth clients, trusts, and retirement plans. The firm manages approximately $276 million for around 927 clients and employs a team of nine advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jeremy G

Series 63, Series 65, Series 66

Kearney, NE

Stonebridge Wealth Systems LLC

Jeremy Gove is a financial advisor with Stonebridge Wealth Systems LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. He previously worked at Brookstone Wealth Advisors, LLC and Gove Investments, Inc., among other firms. Outside of his advisory role, he serves as president of 5811 Planning and Consulting LLC, where he reviews business plans for humanitarian projects to assist in securing funding. Stonebridge Wealth Systems LLC is an SEC-registered advisory firm that provides discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a range of analytical methods and conducts quarterly account reviews, managing approximately $276 million for about 927 clients through a team of nine advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Todd J

ChFC®, Series 63

Minden, NE

Principal Financial Services

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.

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