National Retirement Planning Experts

National Coverage
Local Professionals

BRIDGEPORT FINANCIAL SOLUTIONS

1776 Pleasant Plain Rd
Fairfield, Iowa 52556
Tel: 877-411-2737

Need a Financial Advisor?
Compare Vetted Advisors

About BRIDGEPORT FINANCIAL SOLUTIONS

BRIDGEPORT FINANCIAL SOLUTIONS, formally registered with the SEC as BRIDGEPORT FINANCIAL SOLUTIONS. The firm was established in 04/10/2023. They have over 6 offices throughout the country.

BRIDGEPORT FINANCIAL SOLUTIONS is a Fairfield, Iowa based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#325485
SEC#801-127630
Assets Managed by Firm$0
No. of Clients0
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (ADVISORY FEES FROM THIRD PARTY MANAGERS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Market timing services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM

More Retirement Planning firms in Fairfield, Iowa:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
PRINCIPAL ASSET MANAGEMENT
801 Grand Ave
Des Moines, IA, 50392-0001
$377,222,976,88268241955
PRINCIPAL REAL ESTATE
801 Grand Ave
Des Moines, IA, 50392-0001
$93,913,367,327643645
AEGON ASSET MANAGEMENT US
6300 C Street Sw
Cedar Rapids, IA, 52499-5338
$88,549,358,554213258
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
1776 Pleasant Plain Rd.
Fairfield, IA, 52556-8757
$87,368,733,4964485263312
TRANSAMERICA RETIREMENT ADVISORS, LLC
6400 C Street Sw
Cedar Rapids, IA, 52499
$16,157,423,229212836383

Explore More Retirement Advisors in Fairfield, Iowa