Advisor at Bridgeport Financial Solutions
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bridgeport Financial Solutions
Location
Fairfield, IA 52556
Credentials
Series 66
Industry experience
9 years
One-time non-refundable setup fee generally lesser of 1% of assets under management or $1,000; financial planning fixed fees from $500 to $50,000.
$0 - $2 million: 1.25% $2 million - $5 million: 1.00% $5 million - $10 million: 0.8% $10 million+: Negotiable
Retirement plan advisory hourly fees not to exceed $500 per hour.
Financial planning and consulting subscription fees typically range from $100 to $500 monthly, negotiable.
Account minimum: $10,000 Fee-only: Financial planning and consulting fees typically range from $100 to $500 monthly or a fixed fee of $500 to $50,000, negotiable.
Bridgeport Financial Solutions
2024 - Present (2 years)
Cambridge Investment Research Advisors, Inc.
2024 - Present (2 years)
Thimbleberry Financial
2023 - 2024 (1 year)
Cambridge Investment Research Advisors, Inc.
2017 - 2024 (7 years)
Cambridge Investment Research, Inc.
2016 - 2024 (8 years)
Cambridge Investment Research, Inc.
2015 - 2023 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Fairfield, IA
Edward Jones
Series 66
Fairfield, IA
Edward Jones
CFP®, Series 66
Fairfield, IA
Edward Jones
Series 65
Fairfield, IA
Ellevity Capital, LLC
Series 66
Fairfield, IA
Bridgeport Financial Solutions
Series 63, Series 66
Fairfield, IA
Valic Financial Advisors
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