StoneBridge Wealth Management, LLC

StoneBridge Wealth Management, LLC Independent Investment Management and Financial Planning Services This is the cornerstone of our client service model and it shows.

StoneBridge Wealth Management focuses on you and the unique set of financial circumstances that you and your family face. Getting to know you and understanding your personal needs allows us to create and completely customize a wealth management strategy aligned with both your short and long term goals. Every client relationship at StoneBridge Wealth Management is valued and treated with care and r

espect. Planning for your financial future is one of the most important things you will ever do, so having access to the resources and independent advice of a qualified partner can be invaluable. As an independent firm, StoneBridge Wealth Management has the flexibility to offer access to a wide range of nonproprietary products and services, which means you receive independent financial guidance and an assurance that the best interest of you and your family always comes first. Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org and www.sipc.org Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and StoneBridge Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Interesting historical perspective from Research
05/05/2022

Interesting historical perspective from Research

LPL Research tackles a commonly cited seasonal pattern around selling stocks and why it might not play out this year. Learn what LPL Research has to say.

We would like to take a moment to formally introduce our clients and friends to Sheridan Allen-Opp. She is an amazing a...
04/19/2022

We would like to take a moment to formally introduce our clients and friends to Sheridan Allen-Opp. She is an amazing addition to our team and we know you are going to love her as much as we do!

She joined the team in September of 2021 as our Client Relationship Manager.

Sheridan graduated from the University of North Dakota in May of 2021 with a Double Major in Business Management and Marketing. She served on many committees at the University of North Dakota and is a Delta Gamma Alumna. During her time at UND, she held positions as The Chief of Staff for the University of North Dakota Student Government and a held a Student Senate Seat. She also served as the Director of Philanthropy for the Alpha Theta Chapter. After Graduation, Sheridan came back to Alexandria to work with her father Mark Opp. Sheridan will begin the process of becoming licensed as an advisor herself this fall.

In Sheridan’s spare time she loves being on the lake, fishing, traveling, and spending time with her family and pets

03/24/2022

Looking for the best of the best to join our team!

Perspective from LPL's Research Department
10/06/2021

Perspective from LPL's Research Department

Market Blog Wednesday, October 6, 2021

Great perspective in this video update from our Research Department!
08/04/2020

Great perspective in this video update from our Research Department!

LPL Financial Research Chief Market Strategist Ryan Detrick and Equity Strategist Jeffrey Buchbinder share LPL Research’s 2020 midyear outlook presentation a...

More perspective on the Market from our Research Group
05/29/2020

More perspective on the Market from our Research Group

Stocks keep going higher, yet economic data remains near historically weak levels. Everyone seems confused. LPL Financial Research Senior Market Strategist R...

More perspective from Research
04/17/2020

More perspective from Research

Stocks tend to lead the economy, and the stock market is saying potentially better times are ahead.

More powerful perspective from Research...Keep the faith, and we WILL get through this together!
03/30/2020

More powerful perspective from Research...Keep the faith, and we WILL get through this together!

LPL Financial Research CIO Burt White talks about recent big numbers, including 3 million jobless claims and the $2 trillion stimulus package.

Address

510 22nd Avenue E Suite 202B
Alexandria, MN
56308

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

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