Stonebridge Financial Solutions, LLC

Stonebridge Financial Solutions, LLC (CRD# 139911) is a financial advisory firm headquartered in Lone Tree, CO. They manage $9,278,084 in 156 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $59,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Stonebridge Financial Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andre M. Markusfeld
CRD#: 2507068
9896 Rosemont Avenue, Ste #101, Lone Tree, CO 80124
100
Wealthminder
score

Andre Markusfeld (CRD# 2507068) is an Investment Advisor Representative working at Stonebridge Financial Solutions, Inc. in Lone Tree, CO and has over 22 years of experience in the finance industry.

2
Steven L. Weber
CRD#: 2108423
9896 Rosemont Avenue, Ste #101, Lone Tree, CO 80124
93
Wealthminder
score

Steven Weber (CRD# 2108423) is an Investment Advisor Representative working at Stonebridge Financial Solutions, LLC in Lone Tree, CO and has over 22 years of experience in the finance industry.

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