Unclaimed Profile

Kathryn Ward Michael

BRIDGEWORTH, LLC·BIRMINGHAM, Alabama

SIE, Series 2, Series 7, Series 22, Series 24, Series 63CFP ChFCClean record26 years registeredBRIDGEWORTH, LLC

3800 COLONNADE PARKWAY, BIRMINGHAM, AL 35243CRD# 1153511Firm CRD# 164100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathryn Ward Michael · BIRMINGHAM, AL

Registration

CRD #1153511 · BRIDGEWORTH, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRIDGEWORTH, LLC

BRIDGEWORTH, LLC

Aug 2012 – Oct 2018

BIRMINGHAM, AL

LINCOLN FINANCIAL ADVISORS CORPORATION

Apr 2000 – Aug 2012

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · April 25, 2000

Years registered · 26

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGEWORTH, LLC

CRD 164100 · SEC 801-76956

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BRIDGEWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIDGEWORTH, LLC →

Introduction

Speak with Kathryn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kathryn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kathryn Ward Michael offer?

Kathryn Ward Michael specializes in Financial Planning, Investment Management.

What are Kathryn Ward Michael's credentials?

Kathryn Ward Michael holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kathryn Ward Michael located?

Kathryn Ward Michael is based in BIRMINGHAM, Alabama, last registered with BRIDGEWORTH, LLC.

How does Kathryn Ward Michael charge for services?

Kathryn Ward Michael's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGEWORTH, LLC?

BRIDGEWORTH, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →