Advisor at Bridgeway Wealth Management, LLC
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
Bridgeway Wealth Management, LLC
Location
Queen Creek, AZ
Credentials
Series 63, Series 66
Industry experience
35 years
Denny Stoddard is a financial advisor at Bridgeway Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James Financial Services and his own firms, Stoddard Investment Group and Stoddard Wealth Management. Bridgeway Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses customized portfolios combining equities, fixed income, ETFs, mutual funds, structured products, and alternative investments, employing various analytical approaches and primarily delivering services through third-party wrap-fee platforms.
Based on Bridgeway Wealth Management, LLC
Based on Bridgeway Wealth Management, LLC
Fixed fees may be charged for financial planning or consulting projects; specifics vary.
0.50% – 1.50% annually (varies based on portfolio size, composition, services, and service provider)
Insurance products offered by supervised persons on a commission basis separately from advisory fees.
$500 to $2,000 per hour, negotiable depending on scope and professional.
Account minimum: $1,000
Queen Creek, AZ
Arizona · Iowa · Texas
Bridgeway Wealth Management, LLC
2023 - Present (3 years)
Stoddard Investment Group
2014 - 2023 (9 years)
Stoddard Wealth Management
2012 - 2023 (11 years)
Raymond James Financial
2009 - 2023 (14 years)
Raymond James Financial Services, Inc.
1999 - 2023 (24 years)
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Lawyer
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Insurance agent
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Broker-dealer / trader
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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 65
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Series 65, Series 66
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Series 63, Series 65
Marion, IA
TRUEWEALTH STEWARDSHIP, LLC
CFP®, Series 63
Cedar Rapids, IA
Busbee Wealth Advisors LLC
Series 63, Series 66
Cedar Rapids, IA
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Series 63
Cedar Rapids, IA
Stonefield Investment Advisory, Inc.
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