Daniel Joseph Oleson
Investment Adviser Representative at Stonebridge Wealth Systems LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Joseph Oleson is an investment adviser representative with Stonebridge Wealth Systems LLC in Omaha, NE, where they have been registered since 2024, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 63 (state securities agent). They are registered to provide investment advice in Nebraska.
Registrations & licenses
- Investment adviser:
- Nebraska
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Stonebridge Wealth SystemsFeb 2024 – no end date reportedOmaha, NE
- Lube TechOct 2019 – Aug 2024Omaha, NE
- UnemployedMay 2019 – Oct 2019Omaha, NE
- Pinnacle ProductionsMar 2018 – Apr 2019Sioux Falls, SD
- Bills Tree ServiceMay 2018 – Oct 2018Sioux City, IA
- One Eyed JacksAug 2016 – Mar 2018Sioux City, IA
- HyVeeAug 2015 – Mar 2018Sioux City, IA
- Briar Cliff UniversityJan 2017 – Dec 2017Sioux City, IA
- Western Iowa Tech Community CollegeAug 2015 – Dec 2016Sioux City, IA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stonebridge Wealth Systems LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Kearney, NE
- SEC file number:
- 801-128877
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at Stonebridge Wealth Systems LLC
12 other advisors in the directory
Similar advisors in Omaha, NE
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Joseph Oleson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched