Stonebridge Financial Advisors – Review. Financial Directory 


Stonebridge Financial Advisors brings nearly 40+ years of collective investment management and advisory experience to its clients. 

In addition to offering fee-based investment advisory assistance to clients, they also provide innovative products and services through FSC Securities Corporation, a broker-dealer for Stonebridge Financial Advisors that works through one of the largest nation-wide networks of financial advisors. 

Conference Room

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The company’s offerings include Financial Planning, Retirement income and Insurance strategies, as well as fee-based investment advisory services.



Stonebridge Financial Advisors Services

•    Financial Planning
•    Retirement Income
•    Insurance
•    Fee-based Investment Advisory Services


Stonebridge Financial Advisors Team Members / Advisors

•    Rod D. Potratz, MS, CFP, President
•    James Horst Jr. CFP, VP of Retirement Plan Operations. Phone:(712)-260-0308
•   Anne Ballantini, Registered Assistant. Phone:(515) 223-4202
•   Jennifer Pratti, Operations and Office Manager. Phone:(515) 223-4202


Stonebridge Financial Advisors Contact Information

1200 Valley West Drive, Suite 206-18
West Des Moines, IA 50266
(515) 223-4202


When you call or email Stonebridge Financial Advisors
Ask for Rod Potratz. He can help you personally or refer you to an experienced advisor on his team



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