Unclaimed Profile

Bridget Eileen Ward

SPOTLIGHT ASSET GROUP, INC.·OAKBROOK TERRACE, Illinois

Clean recordSPOTLIGHT ASSET GROUP, INC.

2 MID AMERICA PLAZA, OAKBROOK TERRACE, IL 60181-4717CRD# 7252052Firm CRD# 288076

Profile Verification

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

Identity

Bridget Eileen Ward · OAKBROOK TERRACE, IL

Registration

CRD #7252052 · SPOTLIGHT ASSET GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bridget Eileen Ward is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with SPOTLIGHT ASSET GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SPOTLIGHT ASSET GROUP, INC.

SPOTLIGHT ASSET GROUP

AUM

$205M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SPOTLIGHT ASSET GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7252052

Firm CRD# 288076

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bridget Eileen Ward offer?

Bridget Eileen Ward specializes in Financial Planning, Investment Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.

What are Bridget Eileen Ward's credentials?

Bridget Eileen Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bridget Eileen Ward located?

Bridget Eileen Ward is based in OAKBROOK TERRACE, Illinois, working with SPOTLIGHT ASSET GROUP, INC.. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.

How does Bridget Eileen Ward charge for services?

Bridget Eileen Ward's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPOTLIGHT ASSET GROUP, INC.?

SPOTLIGHT ASSET GROUP, INC. has approximately 4 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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