John Ternus (CRD# 7666594) is an Investment Advisor Representative working at Stonebridge Wealth Systems LLC in Grand Island, NE and has over 2 years of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonebridge Wealth Systems LLC | Grand Island, NE | Oct 2023 - Current | < 1 |
| Stonebridge Insurance And Wealth Management | Grand Island, NE | Nov 2022 - Current | 1 |
| Brookstone Wealth Advisors, LLC | Grand Island, NE | Jan 2023 - Oct 2023 | < 1 |
| Nebraska Army National Guard | Grand Island, NE | Jul 2022 - Jan 2023 | < 1 |
| Nebraska Army National Guard | Kearney, NE | Nov 2020 - Jul 2022 | 1 |
| Nebraska Army National Guard | Grand Island, NE | Jun 2017 - Nov 2020 | 3 |
| Nebraska Army National Guard | Grand Island, NE | Jun 2014 - Jun 2017 | 3 |
| Nebraska Army National Guard | Lincoln, NE | Nov 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- NE
- TX
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts722ACCOUNTS
-
Average Account Value$141,274
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CO, FL, KS, MO, NE, TX
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