Notice: We are currently experiencing a phone system outage. If you call our office, phones may not connect at this time. Our team is actively working to restore service as quickly as possible. Thank you for your patience.

Discover 5 Strategies You Can Use Now to Lower Your Taxes - Learn More

Daniel Oleson

Financial Advisor

Daniel has joined Stonebridge Wealth Systems, LLC as a Financial Advisor, based in the Omaha office. In this role, Daniel supports senior advisors throughout the financial planning process, contributing his skills and dedication to help clients achieve their financial goals.

Originally from northwest Iowa, Daniel now calls Omaha home. He met his wife, Nicole, in 2018 while traveling for work, and the two enjoy spending their time exploring the outdoors, traveling, and visiting family. Over the past year, Daniel and Nicole have enjoyed road trips through seven western states, visiting three national parks, and "camping" in a converted van, along with trips to Branson to see their nieces and nephews.

Daniel is excited to be part of the Stonebridge team and looks forward to helping clients financially plan for a successful and fulfilling future.

Offices

Kearney

Phone: 308-698-0144

Address: 108 1st Avenue Place,

Kearney, NE 68847

Lincoln

Phone: 402-805-4660

Address: 5733 South 34th Street, Suite 300

Lincoln, NE 68516

Grand Island

Phone: 308-698-0144

Address: 834 N. Diers Avenue

Grand Island, NE 68803

Omaha

Phone: 531-215-0497

Address: 11605 Miracle Hills Drive, Suite 205

Omaha, NE 68154

Contact Info

Phone: 888-260-0926

Get in Touch

Name *

Email *

Phone

By submitting this form and signing up for texts, I agree to receive conversational text messages from Stonebridge Wealth Systems and Stonebridge Insurance using the contact information provided. For help, reply HELP. Opt-out of receiving text messages at any time by sending STOP. Message and data rates may apply. Message frequency varies. Please view our Privacy Policy below.

Are you retired? *

How much have you saved towards your retirement? *

Message *

Office Location? *

How Did You Hear About Us? *

If on TV, please select which station

Texting Terms & Conditions
By submitting this form and signing up for texts, you agree to receive conversational text messages from Stonebridge Wealth Systems and Stonebridge Insurance using the contact information provided. For help, reply HELP. Opt-out of receiving text messages at any time by sending STOP. Message and data rates may apply. Message frequency varies. Please view our Privacy Policy below.

Texting Privacy Policy

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. By providing a telephone number and submitting this form you are consenting to be contacted by phone or email.

Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents.

Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Stonebridge Wealth Systems, LLC and World Equity Group are separate entities and are not owned or controlled by World Equity Group, Inc.

Privacy Policy | Client Privacy Notice | Form CRS | Form ADV | Disclosures | Ed Slott Disclosure