Jeremy
Gove

Stonebridge Wealth Systems LLC

CRD#5231794
Investment Advisor
in Kearney, NE

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About this Advisor

Jeremy Gove is a financial advisor based in Kearney, Nebraska, working with Stonebridge Wealth Systems LLC. Jeremy has previously held positions at Stonebridge Insurance And Wealth Management, 5811 Planning And Consulting LLC (Previously Idcf), Brookstone Wealth Advisors, LLC, Stonebridge Wealth Systems LLC, and Gove Investments, Inc. Jeremy has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Nebraska and Texas. Currently, Jeremy is part of Stonebridge Wealth Systems LLC, which operates out of Kearney, Nebraska. The firm has 3 offices and 6 employees. The firm manages assets totaling $102.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Stonebridge Wealth Systems LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3800 A Ave Ste C
Kearney, NE 68847

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Stonebridge Wealth Systems LLC Brokerage Details

Total Assets Under Management

$102,000,000

NE Average: $1,978,216,465
Total Number of Employees

6

NE Average: 226
Total Number of Accounts

722

NE Average: 7,467
Average Account Size

$141,274

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jeremy Gove Work History

2023 - Present (1 year)

Stonebridge Wealth Systems LLC

2019 - Present (5 years)

Stonebridge Insurance And Wealth Management

2018 - Present (6 years)

5811 Planning And Consulting LLC (Previously Idcf)

2019 - 2023 (4 years)

Brookstone Wealth Advisors, LLC

2001 - 2018 (17 years)

Gove Investments, Inc

Disclosures

Please visit the SEC profile of Jeremy Gove to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stonebridge Wealth Systems LLC

John Ternus
Kearney, NE
Jeffrey Gove
Kearney, NE
Timothy Kulhanek
Lincoln, NE
Scott Nachtigal
Kearney, NE
Eli Mardock
Kearney, NE
Jeremy Gove
Kearney, NE

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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