Timothy Keith Kulhanek
Investment adviser representative at Stonebridge Wealth Systems LLC
17 yearsExperience
2 statesRegistered in
$369.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Stonebridge Wealth Systems LLCOct 2023 to now
- Tkre Investment GroupOct 2020 to now
- World Equity Group, Inc.Jun 2019 to now
- Gk DistributorsMar 2013 to now
- Stonebridge Insurance and Wealth ManagementMay 2009 to now
- Brookstone Wealth Advisors, LLCMar 2015 to Oct 2023
- Taylor Capital Management Inc.Feb 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Stonebridge Wealth Systems LLC
$369.1MAssets managed
931Clients
13Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5696299
- Firm CRD
- 327894