Bridget V. Grimes
EQUITA FINANCIAL NETWORK
Scottsdale, AZ
CRD#: 1574209
Some features on this profile are disabled
Bridget Venus GrimesEQUITA FINANCIAL NETWORK
Professional summary
Bridget Venus Grimes, CFP®, who also goes by Bridget Venus Bonner, Bridget Aileen Venus, is a registered financial advisor currently at EQUITA FINANCIAL NETWORK, INC. located in Scottsdale, Arizona.
Bridget is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bridget has worked at 4 firms and has passed the Series 66, Series 31 and Series 7 exams.
Core Areas of Focus
Business Owners
Cash Flow/Budgets/Credit Issues
Corporate Executives
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Women's Financial Planning Issues
Biography
I chose to build my business for a very deliberate reason. Many years ago I found myself in a divorce. With two young children I had been too busy to be present in my own financial life. Between working, raising my family, and taking care of the household, there was no time to think about my future or my ideal life. Shortly after my divorce, my two closest friends found themselves in very similar situations. It was then that I decided to build a business that was focused on helping women just like me. I set out to build a financial planning business that would provide professional women with exceptional advice and guidance so they could live the life they worked so very hard to achieve.
I pride myself on being a connector of awesome women in business, a valued resource to my clients and my trusted advisors, a collaborator on all things women and business, and my passion for helping women get to a better place in life. I am a CERTIFIED FINANCIAL PLANNER™, a fiduciary, an educator, speaker, wife and mother. I love spending time with my husband on our boat in the San Diego Bay, cooking with the amazing California produce, entertaining friends on our boat and at home, and spending time with and mentoring our children.
I am a huge fan of the abundance mentality and mentor many women in my industry. I also believe in giving back to my community and am proud to provide workshops on financial literacy to non profit organizations such as Kitchens for Good, Just in Time for Foster Youth, and the Naomi Project.
Question & Answer
What are your service offerings?
Retirement Planning
Small Business Planning
Life Transitions
Investment Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Education Planning
Are you a "fiduciary"?
Yes
Aliases
Bridget Venus Bonner | Bridget Aileen Venus
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Bridget Venus Grimes'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®
CFP®
Start date: 2015
Experience
Current
March 27, 2018 - Present
EQUITA FINANCIAL NETWORK, INC.
RIA
CRD#: 277031
Scottsdale, AZ
Past
September 14, 2016 - May 10, 2018
LAUREL WEALTH ADVISORS, INC.
RIA
CRD#: 157139
LA JOLLA, CA
Past
May 27, 2015 - September 29, 2016
HOYLECOHEN, LLC
RIA
CRD#: 141125
SAN DIEGO, CA
Past
August 10, 2010 - August 1, 2012
MORGAN STANLEY
RIA
CRD#: 149777
LA JOLLA, CA
Past
June 8, 2010 - August 1, 2012
MORGAN STANLEY
BD
CRD#: 149777
LA JOLLA, CA
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".
EF
EQUITA FINANCIAL NETWORK, INC.
ABEONA WEALTH, LLC | YOUR STORY FINANCIAL, LLC | WHITE ALLIUM WEALTH ADVISORS LLC | WEALTHCHOICE, LLC | VISIBLE WEALTH PLANNING, LLC | TRUMAN WEALTH ADVISORS | NEXT STEP FINANCIAL, LLC | MOUNTAIN WEALTH PLANNING, LLC | MODERN FAMILY FINANCE, LLC | METHOD FINANCIAL PLANNING, LLC | METHOD FINANCIAL PLANNING, INC. | FEATHERED PADDLE WEALTH PARTNERS | EQUITA FINANCIAL NETWORK, INC. | EQUILA FINANCIAL, LLC | CLARITY POINT FINANCIAL PLANNING | ASTRAEA WEALTH MANAGEMENT, LLC | AEGLEWEALTH, LLC
CRD#: 277031 / SEC#: 801-120628
RIA
Registered Investment Advisory firm - (3/26/2021 Approved)Alabama
Registered Investment Advisory firm - (3/26/2021 Terminated)California
Registered Investment Advisory firm - (4/25/2021 Terminated)Georgia
Registered Investment Advisory firm - (4/21/2021 Terminated)Minnesota
Registered Investment Advisory firm - (4/27/2021 Terminated)Missouri
Registered Investment Advisory firm - (3/26/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/7/2021 Terminated)Tennessee
Registered Investment Advisory firm - (4/19/2021 Terminated)Texas
Registered Investment Advisory firm - (3/26/2021 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
Arizona(3/1/2022)
IAR
California(3/27/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EF
EQUITA FINANCIAL NETWORK, INC.
ABEONA WEALTH, LLC | YOUR STORY FINANCIAL, LLC | WHITE ALLIUM WEALTH ADVISORS LLC | WEALTHCHOICE, LLC | VISIBLE WEALTH PLANNING, LLC | TRUMAN WEALTH ADVISORS | NEXT STEP FINANCIAL, LLC | MOUNTAIN WEALTH PLANNING, LLC | MODERN FAMILY FINANCE, LLC | METHOD FINANCIAL PLANNING, LLC | METHOD FINANCIAL PLANNING, INC. | FEATHERED PADDLE WEALTH PARTNERS | EQUITA FINANCIAL NETWORK, INC. | EQUILA FINANCIAL, LLC | CLARITY POINT FINANCIAL PLANNING | ASTRAEA WEALTH MANAGEMENT, LLC | AEGLEWEALTH, LLC
CRD#: 277031 / SEC#: 801-120628
RIA
Registered Investment Advisory firm - (3/26/2021 Approved)Alabama
Registered Investment Advisory firm - (3/26/2021 Terminated)California
Registered Investment Advisory firm - (4/25/2021 Terminated)Georgia
Registered Investment Advisory firm - (4/21/2021 Terminated)Minnesota
Registered Investment Advisory firm - (4/27/2021 Terminated)Missouri
Registered Investment Advisory firm - (3/26/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/7/2021 Terminated)Tennessee
Registered Investment Advisory firm - (4/19/2021 Terminated)Texas
Registered Investment Advisory firm - (3/26/2021 Terminated)Loading...
Contact information
Main Address
500 Office Center Drive Suite 400, Fort Washington, PA 19034
Mailing Address
500 Office Center Drive Suite 400, Fort Washington, PA 19034
Phone number
(800) 604-0176
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,476 |
| AUM (Assets Under Management) | $ 412,310,129 |
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.
