Eli Mardock (CRD# 7226971) is an Investment Advisor Representative working at Stonebridge Wealth Systems LLC in Kearney, NE and has over 3 years of experience in the finance industry.
CRD# 5401158
Wealthplan Partners
CRD# 2466996
Ameritas Advisory Services, LLC
CRD# 1004839
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonebridge Wealth Systems LLC | Lincoln, NE | Oct 2023 - Current | < 1 |
| Stonebridge Insurance & Wealth Management | Lincoln, NE | Jan 2022 - Current | 2 |
| Backstage Bar Llc Dba Dinty Moores Bar | Nebraska City, NE | May 2017 - Current | 7 |
| Eagle Seagull Music | Lincoln, NE | Oct 2005 - Current | 18 |
| Brookstone Wealth Advisors, LLC | Lincoln, MI | Mar 2022 - Oct 2023 | 1 |
| Hunky Dory Llc Dba The Royal Grove | Lincoln, NE | Jan 2018 - Jun 2023 | 5 |
| Northwestern Mutual Investment Services LLC | Lincoln, NE | Mar 2020 - Dec 2021 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
- TX
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Total Assets Under Management102MILLIONS
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Total Number of Accounts722ACCOUNTS
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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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