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Scott A. Nachtigal

STONEBRIDGE WEALTH SYSTEMS LLC
KEARNEY, NE 68847
Some features on this profile are disabled
CRD#: 4142033
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Professional summary


Scott Andrew Nachtigal is a registered financial advisor currently at STONEBRIDGE WEALTH SYSTEMS LLC located in Kearney, Nebraska.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Scott has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) S&S Business Group Agency, DBA: Stone Bridge Insurance and Wealth Management, Investment-Related, 3800 Ave, Suite C, Kearney, NE 68847, Insurance Sales, Start Date: 06/2008 (DBA: 07/2013), Hours Dedicated: 20 hours per month (20 per month during trading hours), Duties: Insurance sales: Life, Disability, Health Insurance and fixed annuities. 2) GK Distributors, non-investment-related, 3800 Ave, Suite C, Kearney, NE 68847, Office Building ownership & payroll, 1/3 owner, State Date: 08/2013, Hours Dedicated: 0 hours per month (0 during trading hours), Entity set up for building ownership and payroll. 3) American Financial Education Alliance, 3800 Ave. A. Ste C Kearney, NE 68847, Not investment related, educational, Jan. 2018. volunteer instructor, 8hrs per month zero during trading, Scott will be presenting Social Security information to individuals who register for the workshop

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Scott Andrew Nachtigal's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 13, 2023 - Present

STONEBRIDGE WEALTH SYSTEMS LLC

Office #1: 108 1st Avenue Place, Kearney, NE 68847
RIA
CRD#: 327894
KEARNEY, NE
Past

February 8, 2017 - November 29, 2023

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
Kearney, NE
Past

January 30, 2009 - December 23, 2009

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
KEARNEY, NE
Past

September 27, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
OMAHA, NE
Past

September 27, 2006 - November 20, 2008

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
KEARNEY, NE
Past

June 29, 2004 - September 27, 2006

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
KEARNEY, NE
Past

June 5, 2002 - June 17, 2004

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

May 24, 2000 - June 28, 2002

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STONEBRIDGE WEALTH SYSTEMS LLC
STONEBRIDGE WEALTH SYSTEMS LLC | STONEBRIDGE WEALTH, LLC

CRD#: 327894 / SEC#: 801-128877

RIA
Registered Investment Advisory firm - (10/12/2023 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nebraska
(11/30/2023)
IAR
Texas
(10/13/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/8/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SW
STONEBRIDGE WEALTH SYSTEMS LLC
STONEBRIDGE WEALTH SYSTEMS LLC | STONEBRIDGE WEALTH, LLC

CRD#: 327894 / SEC#: 801-128877

RIA
Registered Investment Advisory firm - (10/12/2023 Approved)
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Contact information


Main Address
108 1st Avenue Place, Kearney, NE 68847
Mailing Address
Phone number
(308) 698-0144
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (7 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (7/2/2025)

Regulatory assets under management


Total Number of Accounts2,152
AUM (Assets Under Management)$ 276,013,268

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STONEBRIDGE WEALTH SYSTEMS LLC

CRD#: 327894Kearney, NE 68847

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