Tim Kulhanek
Investment Advisor @ Stonebridge Wealth Systems, LLC
About
I am a partner and co-founder of our financial advisory firm. We provide our clients with financial planning and investment advisory services, along with access to several lines of insurance coverage. I have been a featured author and contributor to Fox Business, Kiplinger and FORTUNE and specialize in designing income producing investment plans. Securities offered through World Equity Group, Inc., Member FINRA & SIPC. Investment Advisory Services offered through Retirement Wealth Advisors, Inc. Stonebridge Insurance & Wealth Management and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance products and services are not offered through RWA but are offered and sold through individually licensed and appointed agents.
United States
Lincoln
Financial Services
Independent Financial Advice, Financial Advisory, Financial Services, Investments, Retirement, Strategic Financial Planning, Customer Service, Finance, Financial Planning, Fixed Annuities
Experience
Investment Advisor
Stonebridge Wealth Systems, LLC
Lincoln, NE
Registered Representative
World Equity Group
Lincoln, Nebraska, United States
Securities offered through World Equity Group Inc., Member FINRA and SIPC
Co-Founder, Financial Advisor
Stonebridge Insurance
Lincoln, Nebraska Area
Investment Advisor Representative
Retirement Wealth
Jenison, MI. 49428
Registered Representative
TCM Securities, Inc.
Woodstock, GA. 30189
Securities offered through TCM Securities, Inc., Member FINRA/SIPC
Education
College for Financial Planning
Financial Planning and Services
Chartered Retirement Plans Specialist (CRPS) designation obtained.
University of Nebraska at Kearney
Finance, General
Graduated with Honors from the UNK finance program. 3.7 GPA in my field of study. Also obtained a minor in English writing.
Tim Kulhanek's Contact Information
Phone
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