Ian Michael Stratman
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.
Ian Michael Stratman is an investment adviser representative with Stonebridge Wealth Systems LLC in Grand Island, NE, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Principal Advised Services and Principal Securities, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Nebraska.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
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.
- Pruco Securities, LLCSep 2018 – May 2019Omaha, NE
- Nebraska Bank of CommerceAug 2016 – Dec 2018Lincoln, NE
- The Prudential Insurance Company of AmericaFeb 2019 – May 2019Omaha, NE
- Se2May 2019 – Jul 2019Lincoln, NE
- Principal Securities IncAug 2019 – Apr 2026Grand Island, NE
- Principal Life Insurance CompanyJul 2019 – Apr 2026Grand Island, NE
- Principal Advised ServicesJun 2024 – Apr 2026Grand Island, NE
- Stonebridge Wealth SystemsApr 2026 – no end date reportedGrand Island, NE
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
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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. Ian Michael Stratman 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.
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