BH
Bridget A. Hommey
WESTERN WEALTH MANAGEMENT LLC
Beaver Falls, PA
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CRD#: 1742648
BH
Professional summary
Bridget Anne Hommey is a registered financial advisor currently at WESTERN WEALTH MANAGEMENT LLC located in Beaver Falls, Pennsylvania and LPL FINANCIAL LLC located in Beaver Falls, Pennsylvania.
Bridget is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Bridget has worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. 8/23/2016: Western Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/05/2016 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Western Wealth Management, an independent investment advisor firm. I started this business activity in August 2016. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 06/12/2024 - Milestone Investment Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/29/2024 - 12 Hours Per Month/ 8 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Bridget Anne Hommey'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
June 20, 2016 - Present
WESTERN WEALTH MANAGEMENT LLC
RIA
CRD#: 283545
Beaver Falls, PA
Current
September 8, 2009 - Present
LPL FINANCIAL LLC
RIA
BD
CRD#: 6413
BEAVER FALLS, PA
Past
August 17, 2010 - July 5, 2016
GALLACHER CAPITAL MANAGEMENT, LLC
RIA
CRD#: 113189
GOLDEN, CO
Past
September 8, 2009 - April 27, 2011
LPL FINANCIAL LLC
RIA
CRD#: 6413
BOSTON, MA
Past
September 26, 2006 - September 8, 2009
MUTUAL SERVICE CORPORATION
RIA
CRD#: 4806
BAILEY, CO
Past
September 22, 2006 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BAILEY, CO
Past
September 2, 2004 - August 9, 2006
AMERIPRISE ADVISOR SERVICES, INC.
RIA
CRD#: 5979
LONE TREE, CO
Past
September 2, 2004 - August 9, 2006
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
LONE TREE, CO
Past
August 30, 2002 - April 22, 2004
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
DENVER, CO
Past
June 21, 1999 - April 22, 2004
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
December 23, 1997 - May 7, 1999
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Past
July 3, 1995 - September 5, 1996
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
July 6, 1993 - August 2, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
June 22, 1993 - July 1, 1993
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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".
WW
WESTERN WEALTH MANAGEMENT LLC
ADVANCED DIVORCE SOLUTIONS, LLC | WOODLAKE WEALTH MANAGEMENT | WHITSELL FINANCIAL PARTNERS | WHITE HAWK WEALTH MANAGEMENT | WESTERN WEALTH MANAGEMENT LLC | WESTERN WEALTH ADVISORS, TEXAS | WESTERN WEALTH ADVISORS | VALOR PRIVATE CAPITAL | TRUE NORTH PARTNERS | SUMMIT FINANCIAL GROUP | SENTINEL WEALTH MANAGEMENT | ROCKY MOUNTAIN WEALTH MANAGEMENT | RETIRE BY DESIGN GROUP | QUO VADIS FINANCIAL PARTNERS | PEAKS INTEGRITY WEALTH MANAGEMENT LLC | PEAK WEALTH ADVISORS | PEAK ONE FINANCIAL | PALADIN WEALTH MANAGEMENT, LLC | OAKCREST INVESTMENT SERVICES | NEW WEST ADVISORS | NEW HORIZONS FINANCIAL CONSULTANTS | MULBERRY WEALTH MANAGEMENT | MONARCH ADVISORY GROUP | MAKKAI CAPITAL MANAGEMENT | MAJESTIC WEALTH MANAGEMENT, LLC | MAIN GATE ASSET MANAGEMENT LLC | LONGVIEW WEALTH STRATEGIES | LIVING YOUR WEALTH | KEYSTONE FINANCIAL SERVICES | KENNEBEC WEALTH MANAGEMENT | JUMET FINANCIAL LLC | JACKSON FINANCIAL MANAGEMENT | INVESTMENT CENTER LOCATED AT CREDIT UNION OF COLORADO | INVESTMENT & RETIREMENT CENTER LOCATED AT CREDIT UNION OF DENVER | INVESTMENT & RETIREMENT CENTER LOCATED AT AIR ACADEMY FEDERAL CREDIT UNION | INTEGRATED WEALTH STRATEGIES | INTEGRATED FINANCIAL WELLNESS | HOLLAND FINANCIAL INC. | HASSON FINANCIAL | GRENADIER FINANCIAL | GAIA WEALTH MANAGEMENT | FRONT RANGE WEALTH MANAGEMENT | FORWARD FINANCIAL STRATEGIES | FORTUNATE FAMILY OFFICES | FORTUNATE FAMILY OFFICE | FLEMING FINANCIAL MANAGEMENT | FINANCIAL PLANNING CONCEPTS | FAIRLEY WEALTH MANAGEMENT | EZZELL FINANCIAL GROUP | EXPLORENT WEALTH MANAGEMENT | DURANGO FINANCIAL PLANNING | DURABLE WEALTH MANAGEMENT | DIVIDEND WEALTH ADVISORS | DESTINATION INVESTMENT STRATEGIES | DELOIA WEALTH MANAGEMENT | DC & ASSOCIATES, INC. ADVANCED FINANCIAL SOLUTIONS | DC & ASSOCIATES, INC. | D. FRANK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT | COMPASS BENEFIT PARTNERS | CLEARFOCUS WEALTH ADVISORS | CENTRAL PARK PRIVATE WEALTH MANAGEMENT | CASTLE ROCK PRIVATE WEALTH LLC | CASTLE PINES WEALTH MANAGEMENT GROUP | BUSINESS AND PERSONAL FINANCE, LTD. | BUSINESS & PERSONAL FINANCE LTD | BLANCHARD WEALTH MANAGEMENT | BILLOWS FINANCIAL | BEDFORD WEALTH ADVISORS | ARROW WEALTH MANAGEMENT | APRISENT FINANCIAL GROUP | ALPHA INVESTMENT STRATEGIES | ALLOCATED FINANCIAL PLANNING | AFFINITY WEALTH MANAGEMENT GROUP
CRD#: 283545 / SEC#: 801-107762
RIA
Registered Investment Advisory firm - (5/31/2016 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(9/8/2009)
IAR
Colorado(6/20/2016)
RR
Florida(9/8/2009)
RR
New York(9/8/2009)
RR
Ohio(9/8/2009)
RR
Pennsylvania(2/23/2021)
IAR
Pennsylvania(3/1/2024)
RR
Virginia(7/26/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WW
WESTERN WEALTH MANAGEMENT LLC
ADVANCED DIVORCE SOLUTIONS, LLC | WOODLAKE WEALTH MANAGEMENT | WHITSELL FINANCIAL PARTNERS | WHITE HAWK WEALTH MANAGEMENT | WESTERN WEALTH MANAGEMENT LLC | WESTERN WEALTH ADVISORS, TEXAS | WESTERN WEALTH ADVISORS | VALOR PRIVATE CAPITAL | TRUE NORTH PARTNERS | SUMMIT FINANCIAL GROUP | SENTINEL WEALTH MANAGEMENT | ROCKY MOUNTAIN WEALTH MANAGEMENT | RETIRE BY DESIGN GROUP | QUO VADIS FINANCIAL PARTNERS | PEAKS INTEGRITY WEALTH MANAGEMENT LLC | PEAK WEALTH ADVISORS | PEAK ONE FINANCIAL | PALADIN WEALTH MANAGEMENT, LLC | OAKCREST INVESTMENT SERVICES | NEW WEST ADVISORS | NEW HORIZONS FINANCIAL CONSULTANTS | MULBERRY WEALTH MANAGEMENT | MONARCH ADVISORY GROUP | MAKKAI CAPITAL MANAGEMENT | MAJESTIC WEALTH MANAGEMENT, LLC | MAIN GATE ASSET MANAGEMENT LLC | LONGVIEW WEALTH STRATEGIES | LIVING YOUR WEALTH | KEYSTONE FINANCIAL SERVICES | KENNEBEC WEALTH MANAGEMENT | JUMET FINANCIAL LLC | JACKSON FINANCIAL MANAGEMENT | INVESTMENT CENTER LOCATED AT CREDIT UNION OF COLORADO | INVESTMENT & RETIREMENT CENTER LOCATED AT CREDIT UNION OF DENVER | INVESTMENT & RETIREMENT CENTER LOCATED AT AIR ACADEMY FEDERAL CREDIT UNION | INTEGRATED WEALTH STRATEGIES | INTEGRATED FINANCIAL WELLNESS | HOLLAND FINANCIAL INC. | HASSON FINANCIAL | GRENADIER FINANCIAL | GAIA WEALTH MANAGEMENT | FRONT RANGE WEALTH MANAGEMENT | FORWARD FINANCIAL STRATEGIES | FORTUNATE FAMILY OFFICES | FORTUNATE FAMILY OFFICE | FLEMING FINANCIAL MANAGEMENT | FINANCIAL PLANNING CONCEPTS | FAIRLEY WEALTH MANAGEMENT | EZZELL FINANCIAL GROUP | EXPLORENT WEALTH MANAGEMENT | DURANGO FINANCIAL PLANNING | DURABLE WEALTH MANAGEMENT | DIVIDEND WEALTH ADVISORS | DESTINATION INVESTMENT STRATEGIES | DELOIA WEALTH MANAGEMENT | DC & ASSOCIATES, INC. ADVANCED FINANCIAL SOLUTIONS | DC & ASSOCIATES, INC. | D. FRANK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT | COMPASS BENEFIT PARTNERS | CLEARFOCUS WEALTH ADVISORS | CENTRAL PARK PRIVATE WEALTH MANAGEMENT | CASTLE ROCK PRIVATE WEALTH LLC | CASTLE PINES WEALTH MANAGEMENT GROUP | BUSINESS AND PERSONAL FINANCE, LTD. | BUSINESS & PERSONAL FINANCE LTD | BLANCHARD WEALTH MANAGEMENT | BILLOWS FINANCIAL | BEDFORD WEALTH ADVISORS | ARROW WEALTH MANAGEMENT | APRISENT FINANCIAL GROUP | ALPHA INVESTMENT STRATEGIES | ALLOCATED FINANCIAL PLANNING | AFFINITY WEALTH MANAGEMENT GROUP
CRD#: 283545 / SEC#: 801-107762
RIA
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Contact information
Main Address
14143 Denver Pkwy., Ste 450, Golden, CO 80401
Mailing Address
Phone number
(303) 393-2404
Established
Firm type
Fiscal year end
# of Employees
91
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,250 |
| AUM (Assets Under Management) | $ 3,944,223,085 |
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.
