Michael L. Bridgman

CAMBRIDGE ADVISORS

OMAHA, NE 68130

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CRD#: 1953229

Professional summary

Michael Lee Bridgman, ChFC®, CLU® is a registered financial advisor currently at CAMBRIDGE ADVISORS INC located in Omaha, Nebraska.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Michael has worked at 5 firms and has passed the Series 65, Series 63, Series 62 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lee Bridgman's CRS (Customer Relationship Summary).

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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

March 26, 1999 - Present

CAMBRIDGE ADVISORS INC

Office #1: 17330 Wright Street Suite 205, Omaha, NE 68130

RIA

CRD#: 104851

OMAHA, NE

Past

November 1, 2000 - October 15, 2004

ASSIST INVESTMENT MANAGEMENT COMPANY, INC.

CRD#: 34902

LEAWOOD, KS

Past

June 4, 1997 - November 2, 2000

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

April 7, 1993 - June 9, 1997

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

May 31, 1989 - April 21, 1993

G. R. PHELPS & CO., INC.

CRD#: 173

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".

CAMBRIDGE ADVISORS INC

CRD#: 104851 / SEC#: 801-36028

RIA

Registered Investment Advisory firm - (2/16/1990 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.

Highlighted states indicate IAR registrations

IAR

Nebraska
(3/26/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/5/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 62

Date: 9/10/1993

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 5/30/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CAMBRIDGE ADVISORS INC

CRD#: 104851 / SEC#: 801-36028

RIA

Registered Investment Advisory firm - (2/16/1990 Approved)

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Contact information

Main Address

17330 Wright Street, Suite 205, Omaha, NE 68130

Mailing Address

Phone number

(402) 697-1166

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAMBRIDGE ADVISORS INC. FORM ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	787
AUM (Assets Under Management)	$ 621,960,531

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.

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Firm Stability Insights

Michael L. Bridgman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lee Bridgman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSIST INVESTMENT MANAGEMENT COMPANY, INC.

VOYA FINANCIAL ADVISORS, INC.

HORNOR, TOWNSEND & KENT, LLC

G. R. PHELPS & CO., INC.

Primary Firm SEC Registration

CAMBRIDGE ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/1997

Series 63

Date: 6/5/1989

Series 62

Date: 9/10/1993

Series 6

Date: 5/30/1989

Current Firm

CAMBRIDGE ADVISORS INC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAMBRIDGE ADVISORS INC

TRUST BUT VERIFY

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