Eli Mardock
Eli Mardock is a registered investment advisor at Stonebridge Wealth Systems LLC, based in Kearney, NE, with 5 years of industry experience. Eli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 927 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee is negotiable.
Fee Estimator
Location
108 1st Avenue Place, Kearney, NE, 68847
Get directionsHistory
Regulatory History (1)
Financial
April 2019Other Business ActivitiesSells Insurance
Eli is a 50% owner and music composer/writer, and also a 100% owner of Backstage Bar LLC. Eli is also an insurance agent at Stonebridge Insurance and Wealth Management, selling life, disability, and long-term care insurance, taking about half of his time.
Employment History
Current Registrations
Stonebridge Wealth Systems LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.