Stonebridge Financial Solutions, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$1 - $750,000: 2.00% $750,001 - $1,500,000: 1.50% Above $1,500,000+: 1.25%
$250 per hour
Main office
9896 Rosemont Avenue, Ste #101
Lone Tree CO 80124
Advisors at this office
2
Most active in
Colorado
Also doing business as
Stonebridge Financial Solutions, Inc · Stonebridge Financial Solutions, Inc. · Stonebridge Financial Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
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.
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