Unclaimed Profile

Stephen Michael Youhn

BRIDGEPORT FINANCIAL SOLUTIONS LLC·FAIRFIELD, Iowa

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63Clean record6 years registeredBRIDGEPORT FINANCIAL SOLUTIONS LLC

1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556CRD# 1414691Firm CRD# 325485

Profile Verification

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

Identity

Stephen Michael Youhn · FAIRFIELD, IA

Registration

CRD #1414691 · BRIDGEPORT FINANCIAL SOLUTIONS LLC · 6 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2022 – present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Aug 2022 – present

CONCOURSE FINANCIAL GROUP ADVISORS

Aug 2019 – Oct 2021

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Registration record

First registered · August 23, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGEPORT FINANCIAL SOLUTIONS LLC

CRD 325485 · SEC 801-127630

Employees

Total firm employees

Services offered by BRIDGEPORT FINANCIAL SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRIDGEPORT FINANCIAL SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Michael Youhn offer?

Stephen Michael Youhn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFIELD, Iowa for a consultation.

What are Stephen Michael Youhn's credentials?

Stephen Michael Youhn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Michael Youhn located?

Stephen Michael Youhn is based in FAIRFIELD, Iowa, working with BRIDGEPORT FINANCIAL SOLUTIONS LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Stephen Michael Youhn charge for services?

Stephen Michael Youhn's firm is compensated through percentage of aum, hourly charges, subscription fees, other: advisory fees from third party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGEPORT FINANCIAL SOLUTIONS LLC?

BRIDGEPORT FINANCIAL SOLUTIONS LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.

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