John E. Ternus

STONEBRIDGE WEALTH SYSTEMS LLC

Grand Island, NE 68803

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CRD#: 7666594

Professional summary

John Eugene Ternus is a registered financial advisor currently at STONEBRIDGE WEALTH SYSTEMS LLC located in Grand Island, Nebraska.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. John has worked at 2 firms and has passed the Series 65 exam.

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.

Stonebridge Insurance and Wealth Management. Business is Investment Related. Located at 838 N Diers Ave, Grand Island, NE 68803. The nature of business is Insurance Agent. My is position is an Insurance Agent/Producer. The start date of the relationship is November 2022. The approximate number of hours/month that is devoted is 35.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Eugene Ternus'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 12, 2023 - Present

STONEBRIDGE WEALTH SYSTEMS LLC

Office #1: 834 N Diers Ave, Grand Island, NE 68803

RIA

CRD#: 327894

Grand Island, NE

Past

January 4, 2023 - November 29, 2023

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Grand Island, 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".

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
(11/29/2023)

IAR

Texas
(10/12/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/8/2022

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (7 States and Territories)

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 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.

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John E. Ternus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Eugene Ternus's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEBRIDGE WEALTH SYSTEMS LLC

BROOKSTONE WEALTH ADVISORS, LLC

Primary Firm SEC Registration

STONEBRIDGE WEALTH SYSTEMS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2022

Current Firm

STONEBRIDGE WEALTH SYSTEMS LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONEBRIDGE WEALTH SYSTEMS LLC

TRUST BUT VERIFY

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