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Stonebridge Financial Solutions, Inc.

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Client assets under management

$41,714,863

Clients

173

2% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

87

High

Average account size

$241,126

About

Stonebridge Financial Solutions provides ongoing portfolio management, financial planning, and advice on selecting third‑party money managers to individual and high‑net‑worth clients as well as retirement‑plan sponsors. The firm implements written Investment Policy Statements for each client and offers hourly financial planning and discretionary asset management.

Stonebridge applies a mix of fundamental, technical/charting, and cyclical analysis and pursues both long‑term and short‑term trading, with the firm indicating it may use options and short sales as appropriate. Client accounts are reviewed regularly and managed under written discretionary authority, with custodial statements provided to clients on a quarterly basis.

Distinctive features disclosed in the brochure include that the firm’s principals are licensed insurance agents who may recommend commissionable insurance products (including annuities), a practice noted as a potential conflict of interest. The firm also directs some clients to a named third‑party manager (CreativeOne Wealth, LLC) under a fee‑sharing arrangement and receives research or services from custodians (soft‑dollar benefits), all of which are disclosed to clients.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$1 - $750,000: 2.00% $750,001 - $1,500,000: 1.50% Above $1,500,000+: 1.25%

Project-based

$250 per hour

Main office location

Stonebridge Financial Solutions, Inc.

9896 Rosemont Avenue, Ste #101

Lone Tree CO 80124, United States

Number of offices

1

Most active in

More info

Colorado

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 720-895-8200

Advisors at this firm

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user avatar

Andre M

Series 63, Series 65

Lone Tree, CO

Stonebridge Financial Solutions, Inc

Andre Markusfeld is a financial advisor at Stonebridge Financial Solutions, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge Financial Solutions since 2005. In addition to his advisory role, he is involved part-time in commission-based life and fixed insurance sales. Stonebridge Financial Solutions serves individual and high-net-worth clients as well as employer retirement plans, providing discretionary portfolio management, customized financial planning, and third-party money manager selection. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios that include mutual funds, equities, fixed income, ETFs, and insurance products.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Steven W

Series 63, Series 65

Lone Tree, CO

Stonebridge Financial Solutions, Inc.

Steven Weber is a financial advisor at Stonebridge Financial Solutions, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge since 2002. Outside of advisory services, he is involved full-time in commission-based life insurance. Stonebridge Financial Solutions serves individual and high-net-worth clients as well as employer retirement plans, providing discretionary portfolio management, customized financial planning, and third-party money manager selection. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions across a diversified range of asset types.

Annuities Retirement plans for business owners (SEP, solo 401k)
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