Stonebridge Financial Advisors Named Among Osaic Wealth’s Top 75 for 2024
We are pleased to announce that Stonebridge Financial Advisors, led by Rod Potratz, CFP®, is being honored as one of the top financial advisors for 2024. This prestigious recognition comes from Osaic Wealth, a leading independent broker-dealer supporting over 12,000 registered advisors nationwide. The celebration of Osaic Wealth's top 75 money managers will take place in Tuscany, Italy in April 2025.
Osaic ConnectED with Nick Saban
Stonebridge Financial Advisors had the privilege of attending Osaic's ConnectED conference in Orlando, FL, from October 27–30, 2024. The event provided an incredible opportunity for professional growth as we participated in training and educational sessions, exchanging ideas and gaining valuable insights to better serve our clients. A highlight of the conference was the inspiring keynote speech by legendary coach Nick Saban, whose wisdom and leadership lessons left a lasting impression on our team.
Happy Thanksgiving!
For the 3rd consecutive year, Stonebridge Financial Advisors donated to the Temescal Valley Elementary School in Southern California. Stonebridge provided the turkeys and the Temescal Valley PTA provided the trimmings to support 35 families of students at the school.
Thanksgiving Donation
Stonebridge Financial Advisors gave 25 turkeys to the Temescal Valley Elementary School. Happy Thanksgiving!
Giving Back
Stonebridge Financial Advisors donated 60 backpacks and school supplies to kids in need at Temesacal Valley Eelmentary School for the 2019-2020 school year.
Client Appreciation Dinner Guest of Honor, Rod Carew
Stonebridge Financial Advisors hosted their annual Client Appreciation Dinner on April 9th, 2018 at Prairie Meadows Event Center in Altoona, Iowa. Guest of Honor was baseball legend and Hall of Famer, Rod Carew. Mr. Carew gave a heartfelt speech regarding his time with the Minnesota Twins, as well as his experience as a heart and kidney donor recipient. Stonebridge clients were treated to a wonderful dinner and were given to the opportunity to meet and get their picture with Mr. Carew.
Stonebridge Financial Advisors thanks all the participating sponsors and supporters who made the evening a great success and looks forward to hosting this even for many years to come.
Morningstar Investment Conference
Stonebridge Financial Advisors attended the 27th annual Morningstar Investment Conference, held June 24-26, 2015 at McCormick Place in Chicago. Focused on providing advisors with knowledge, insights, and resources, the conference addressed key financial topics, investment strategies, and perspectives on the economy.
Steadfast's Due Dilligence Meeting
Stonebridge Financial Advisors attended Steadfast's Due Dilligence Meeting held in Chicago, IL in September, 2013. Speakers included Rick Gann, Chief Marketing Officer of Steadfast Capital Markets Group, Ella Neyland, President of Steadfast Income REIT and Kyle Winning, Chief Investment Officer & Managing Director of Steadfast Companies.
Congratulations to Jim Horst
Congratulations to Jim Horst on successfully completing the rigorous requirements of becoming a CERTIFIED FINANCIAL PLANNER Professional. In addition to earning a bachelor's degree, completing a comprehensive board certified education program, passing the 10-hour exam, and adhering to a strict code of ethics, candidates must also have completed three years of relevant work experience in the financial planning industry and pass a background check to achieve this certification.