LB
Lynn S. Bridges
IMPACT PARTNERSHIP WEALTH
St George, UT 84770
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CRD#: 1492165
LB
Professional summary
Lynn Seldon Bridges, who also goes by Lynn S Bridges, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in St George, Utah.
Lynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Lynn has worked at 13 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lynn S Bridges
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Bridges Wealth Preservation. NON-INVESTMENT RELATED. 20 North Main St, Suite 309, St. George, UT 84770. Insurance services. Owner. Start Date: June 2005. 40 hours per month - with all 40 hours being during trading hours. Sell of insurance products mainly: life insurance, LTC, and fixed/fixed-indexed annuities. 2) The Impact Partnership, LLC is an insurance marketing organization ("IMO"). NON-INVESTMENT REALTED. Activity: Commission (income) related to the recommendation or sale of life insurance or fixed indexed annuities. Nature of business for this OBA: acting in the capacity of an independent life insurance agent appointed by various insurance carriers to be their agent who can make recommendations or sale an insurance carrier's life insurance and/or fixed index annuities products. Office location: 20 North Main St, Suite 309, St. George, UT 84770. Life insurance agent start date for this OBA: September 2021. 40 hours per month - with all 40 hours being during trading hours; duties(activity) - the recommendation or sale of life insurance and/or fixed indexed annuities products.
CRS (Client Relationship Summary) - RIA
Click below to view Lynn Seldon Bridges's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 16, 2022 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #1: 20 North Main St Suite 309, St George, UT 84770RIA
CRD#: 313928
St George, UT
Past
January 4, 2018 - February 15, 2022
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
St. George, UT
Past
March 15, 2004 - July 11, 2005
NEW ENGLAND SECURITIES
RIA
CRD#: 615
SOUTH JORDAN, UT
Past
February 6, 2004 - July 11, 2005
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
September 10, 2002 - December 31, 2003
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
MIDVALE, UT
Past
June 7, 2002 - December 31, 2003
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
May 31, 2000 - May 30, 2002
FREEDOM FINANCIAL, INC.
BD
CRD#: 45850
OMAHA, NE
Past
July 22, 1997 - July 17, 2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
July 22, 1997 - July 17, 2000
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
June 5, 1995 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
June 5, 1995 - January 4, 1999
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Past
August 27, 1993 - May 23, 1995
KEY INVESTMENTS INC.
BD
CRD#: 15873
CLEVELAND, OH
Past
February 11, 1992 - July 22, 1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
February 11, 1992 - July 22, 1993
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Past
May 28, 1991 - December 20, 1991
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
Past
December 23, 1986 - February 25, 1991
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
April 23, 1986 - December 3, 1986
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(2/16/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1688 White Circle Nw, Marietta, GA 30066
Mailing Address
Phone number
(800) 380-5040
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,237 |
| AUM (Assets Under Management) | $ 1,682,147,707 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
