BRIDGEPORT FINANCIAL SOLUTIONS

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

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 Status	Approved
Firm CRD#	325485
SEC#	801-127630
Assets Managed by Firm	$0
No. of Clients	0
No. of Advisors	7

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 Clients	AUM

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