BRIDGEPORT FINANCIAL SOLUTIONS LLC

BRIDGEPORT FINANCIAL SOLUTIONS
FAIRFIELD, Iowa·9 registered advisors·CRD# 325485
SEC# 801-1276305877-411-2737
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
7
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ADVISORY FEES FROM THIRD PARTY MANAGERS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BRIDGEPORT FINANCIAL SOLUTIONS LLC

9 registered advisors
Amy Lynn Webber
FAIRFIELD, Iowa
Carla Jean Stone
FAIRFIELD, Iowa
Colleen Mcguire Bell
FAIRFIELD, Iowa
Eddie Thomas Rollins
FAIRFIELD, Iowa
Eric Schwartz
FAIRFIELD, Iowa
Jeffrey Francis Vivacqua
FAIRFIELD, Iowa
Richard Henry Kuhlman
FAIRFIELD, Iowa
Seth Aaron Miller
FAIRFIELD, Iowa
Stephen Michael Youhn
FAIRFIELD, Iowa
05

Office Locations

FAIRFIELD, Iowa
9 advisors

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Data sourced from SEC Form ADV filings. BRIDGEPORT FINANCIAL SOLUTIONS LLC (CRD# 325485) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.