Ian Michael Stratman
Investment adviser representative at Stonebridge Wealth Systems LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Stonebridge Wealth Systems LLCApr 2026 to now
- Principal Advised ServicesJun 2024 to Apr 2026
- Principal Securities IncAug 2019 to Apr 2026
- Principal Life Insurance CompanyJul 2019 to Apr 2026
- Se2May 2019 to Jul 2019
- The Prudential Insurance Company of AmericaFeb 2019 to May 2019
- Pruco Securities, LLCSep 2018 to May 2019
- Nebraska Bank of CommerceAug 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7031781
- Firm CRD
- 327894