Daniel Joseph Oleson
Investment adviser representative at Stonebridge Wealth Systems LLC
11 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
11 years in the industry.
- Stonebridge Wealth Systems LLCFeb 2024 to now
- Lube TechOct 2019 to Aug 2024
- UnemployedMay 2019 to Oct 2019
- Bills Tree ServiceMay 2018 to Oct 2018
- Pinnacle ProductionsMar 2018 to Apr 2019
- Briar Cliff UniversityJan 2017 to Dec 2017
- One Eyed JacksAug 2016 to Mar 2018
- HyveeAug 2015 to Mar 2018
- Western Iowa Tech Community CollegeAug 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
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
- 8004226
- Firm CRD
- 327894