TK
Timothy K. Kulhanek
STONEBRIDGE WEALTH SYSTEMS LLC
Lincoln, NE 68516
Some features on this profile are disabled
CRD#: 5696299
TK
Professional summary
Timothy Keith Kulhanek is a registered financial advisor currently at STONEBRIDGE WEALTH SYSTEMS LLC located in Lincoln, Nebraska and WORLD EQUITY GROUP, INC. located in Lincoln, Nebraska.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Timothy has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
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) STONEBRIDGE INSURANCE & WEALTH MANAGEMENT. DBA. 3801 Union Drive, Suite 204. Lincoln, NE 68516. INVESTMENT RELATED. START DATE: 5/2009. PARTNER/INSURANCE AGENT. APPROX. HRS/MONTH: 50. APPROX. HRS/MO DURING SECURITIES TRADING HOURS: 50. (2) GK DISTRIBUTORS, 3800 A AVE, STE C KEARNEY, NE 68847, NOT INVESTMENT RELATED. START DATE: 3/2013. MEMBER OF LLC THAT OWNS OFFICE BUILDING IN KEARNEY, NE. MINIMAL DUTIES. OCCASIONALY WRITE PAYROLL CHECKS. APPROX HOURS: 0/MONTH (0/MONTH DURING TRADING HOURS). (3) RETIREMENT WEALTH ADVISORS, INC.,RIA. 89 IONIA AVE., N.W., SUITE 600, GRAND RAPIDS, MI. 49503 INVESTMENT RELATED. START DATE: 2/2015. INVESTMENT ADVISOR REPRESENTATIVE OFFERING INVESTMENT ADVISORY SERVICES. APPROX. HOURS/MO: 80. APPROX HRS/MONTH DURING TRADING HOURS: 40. (4) TK Private Investment Group. 3801 Union Drive, Suite 204, Lincoln NE 68516. Investment Related. Start Date: 3/2016. President. Owner. Private Corp. that provides my salary, pays taxes, file tax reports and process investment related compensation. Approx. hrs/month: 5. none during market hours. (5) WORLD EQUITY GROUP; INVESTMENT RELATED; 3801 UNION DRIVE, SUITE 204, LINCOLN, NE 68516; BROKER DEALER; REGISTERED REPRESENTATIVE; STARTED 06/2019; 15 HOURS/MONTH DEVOTED; 15 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF ANNUITY PRODUCTS. Start Date: 11.01.23(Expected); (6) TKRE INVESTMENT GROUP; NON INVESTMENT RELATED; 3801 UNION DRIVE, SUITE 204, LINCOLN, NE 68516; REAL ESTATE; OWNER; STARTED 10/2020; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; RENTAL PROPERTY. (7) Stonebridge Wealth Systems LLC; Yes, investment related; Address: 108 1st Avenue Place, Kearney, NE 68847; Nature of OBA: We are establishing our own RIA so we would like to get this approved ahead of time. We are currently IAR of Brookstone Capital Management . The new RIA will be Stonebridge Wealth Systems, LLC. I am going to be a member of the LLC as well as co-owner of the new RIA; Posn/Title: Member of the LLC/RIA; Start Date: 11/01/2023; Approx No of Hrs/Mth for OBA: 120 Hrs/Mth; Approx No of Hrs/Mth for OBA during trading Hrs: 6 Hrs/Mth; Duties towards OBA: I am not taking on a direct role such as CCO - that will be Jeffrey Gove. I will be an IAR and member/owner of the LLC/RIA itself.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Keith Kulhanek's 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®
NoneExperience
Current
October 13, 2023 - Present
STONEBRIDGE WEALTH SYSTEMS LLC
Office #1: 5733 S 34th Street #300, Lincoln, NE 68516RIA
CRD#: 327894
Lincoln, NE
Current
June 25, 2019 - Present
WORLD EQUITY GROUP, INC.
Office #1: 5733 S 34th Street, Suite 300, Lincoln, NE 68516Office #2: 108 1st Avenue Place, Kearney, NE 68847RIA
BD
CRD#: 29087
Lincoln, NE
Past
March 6, 2015 - November 29, 2023
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
Grand Island, NE
Past
February 20, 2015 - July 31, 2019
TAYLOR CAPITAL MANAGEMENT INC.
BD
CRD#: 43559
Lincoln, NE
Past
February 7, 2013 - February 13, 2015
CONCORDE ASSET MANAGEMENT, LLC
RIA
CRD#: 140367
KEARNEY, NE
Past
January 2, 2013 - February 13, 2015
CONCORDE INVESTMENT SERVICES, LLC
BD
CRD#: 151604
Lincoln, NE
Past
March 5, 2012 - March 6, 2013
FORTITUDE ADVISORY GROUP L.L.C.
RIA
CRD#: 116083
GIG HARBOR, WA
Past
January 20, 2012 - January 15, 2013
J.P. TURNER & COMPANY, L.L.C.
BD
CRD#: 43177
KEARNEY, NE
Past
September 12, 2011 - December 31, 2011
SCA
RIA
CRD#: 153269
GIG HARBOR, WA
Past
August 4, 2011 - December 31, 2011
RP CAPITAL LLC
BD
CRD#: 134768
KEARNEY, 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/5/2019)
RR
Colorado(1/2/2025)
RR
Florida(9/24/2019)
RR
Kansas(6/25/2019)
RR
Nebraska(6/25/2019)
IAR
Nebraska(11/29/2023)
RR
Ohio(1/2/2025)
RR
Pennsylvania(8/28/2019)
RR
South Dakota(1/2/2025)
IAR
Texas(10/13/2023)
RR
Virginia(1/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,152 |
| 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.
