Dawn Marie Little
Investment adviser representative at Stonebridge Financial Planning Group, LLC
26 yearsExperience
1 stateRegistered in
$329.7MFirm assets
8 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
- Seminars and workshops
Experience
26 years in the industry.
- Stonebridge Financial Planning Group, LLCSep 2023 to now
- Commonwealth Financial NetworkJun 2025 to Dec 2025
- Campus Crusade for Christ, InternationalAug 1999 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Stonebridge Financial Planning Group, LLC
$329.7MAssets managed
340Clients
5Advisers
8 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
- 7806157
- Firm CRD
- 154616