Stonebridge Financial Group, LLC
Stonebridge Financial Group, LLC (CRD# 327529) is a financial advisory firm headquartered in Wormleysburg, PA. They manage $1,581,641,049 in 3,697 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management1,582MILLION
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Total Number of Accounts3,697ACCOUNTS
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Average Account Value$427,817
- 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
AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TX, VA
Jonathan Freeman (CRD# 2893953) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 26 years of experience in the finance industry.
Cody Gehman (CRD# 6882334) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 6 years of experience in the finance industry.
Jeffrey Kline (CRD# 5369961) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 16 years of experience in the finance industry.
Kristopher Korzi (CRD# 6458830) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 8 years of experience in the finance industry.
Lonn Lebo (CRD# 6764211) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 6 years of experience in the finance industry.
Brian McCarver (CRD# 2933493) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 26 years of experience in the finance industry.
Jeremy Rivers (CRD# 6197959) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 9 years of experience in the finance industry.
Bradley Sanders (CRD# 5368469) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 16 years of experience in the finance industry.
Robert Seiden (CRD# 5820671) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 12 years of experience in the finance industry.
Lindsay Griesemer (CRD# 6253304) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 10 years of experience in the finance industry.