Timothy Kulhanek (CRD# 5696299) is an Investment Advisor Representative working at Stonebridge Wealth Systems LLC in Kearney, NE and has over 12 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 |
| Tkre Investment Group | Lincoln, NE | Oct 2020 - Current | 3 |
| World Equity Group, Inc. | Lincoln, NE | Jun 2019 - Current | 4 |
| Gk Distributors | Kearney, NE | Mar 2013 - Current | 11 |
| Stonebridge Insurance And Wealth Management | Lincoln, NE | May 2009 - Current | 15 |
| Brookstone Wealth Advisors, LLC | Lincoln, NE | Mar 2015 - Oct 2023 | 8 |
| Taylor Capital Management Inc. | Woodstock, GA | Feb 2015 - Jul 2019 | 4 |
| Concorde Asset Management, LLC | Troy, MI | Feb 2013 - Feb 2015 | 2 |
| Concorde Investment Services, LLC | Troy, MI | Jan 2013 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- 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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