Denny J. Stoddard

BRIDGEWAY WEALTH MANAGEMENT | Financial Advisor

Cedar Rapids, IA 52402

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CRD#: 2118415

Professional summary

Denny Joseph Stoddard is a registered financial advisor currently at BRIDGEWAY WEALTH MANAGEMENT, LLC located in Cedar Rapids, Iowa.

Denny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Denny has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

What are your service offerings?

Trading individual securities

Trust & estate planning

Financial planning

Retirement planning

What is your current number of clients?

Greater than 100

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)Name of Business: 1935 Wealth Management, Inc. Address: 1909 51st St NE, Cedar Rapids, IA, 52402, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/18/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Stoddard Investment Group Address: 1909 51st St NE, Cedar Rapids, IA, 52402, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 10/22/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denny Joseph Stoddard'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®

None

Experience

Current

June 30, 2023 - Present

BRIDGEWAY WEALTH MANAGEMENT, LLC

Office #1: 1909 51st Street Ne, Cedar Rapids, IA 52402

RIA

CRD#: 326547

Cedar Rapids, IA

Past

January 2, 2009 - July 17, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

CEDAR RAPIDS, IA

Past

November 8, 2007 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

CEDAR RAPIDS, IA

Past

May 25, 2000 - December 31, 2002

HENNINGS STODDARD, INC.

RIA

CRD#: 116868

CEDAR RAPIDS, IA

Past

January 4, 1999 - July 17, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

CEDAR RAPIDS, IA

Past

December 5, 1997 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

January 23, 1994 - December 5, 1997

AEGON USA SECURITIES INC.

CRD#: 13302

CEDAR RAPIDS, IA

Past

September 14, 1992 - January 4, 1994

STANTON INVESTMENT SERVICES, INC.

CRD#: 29462

PLYMOUTH, MN

Past

August 20, 1991 - October 1, 1992

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

January 18, 1991 - August 20, 1991

KINGLAND CAPITAL CORPORATION

CRD#: 16341

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".

BRIDGEWAY WEALTH MANAGEMENT, LLC

CRD#: 326547 / SEC#: 801-128190

RIA

Registered Investment Advisory firm - (6/16/2023 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

Arizona
(8/3/2023)

IAR

Iowa
(6/30/2023)

IAR

Texas
(6/30/2023)

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 66

Date: 11/6/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/25/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/17/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 4/3/1995

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/16/1995

General Securities Principal Examination

Current Firm

BRIDGEWAY WEALTH MANAGEMENT, LLC

CRD#: 326547 / SEC#: 801-128190

RIA

Registered Investment Advisory firm - (6/16/2023 Approved)

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Contact information

Main Address

1909 51st Street Ne, Cedar Rapids, IA 52402

Mailing Address

Phone number

(319) 393-6535

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR BRIDGEWAY WEALTH MANAGEMENT, LLC (1/15/2025)

Regulatory assets under management

Total Number of Accounts	382
AUM (Assets Under Management)	$ 151,481,945

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Denny J. Stoddard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denny Joseph Stoddard's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

HENNINGS STODDARD, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

ROBERT THOMAS SECURITIES, INC

AEGON USA SECURITIES INC.

STANTON INVESTMENT SERVICES, INC.

PIPER SANDLER & CO.

KINGLAND CAPITAL CORPORATION

Primary Firm SEC Registration

BRIDGEWAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/6/2007

Series 63

Date: 1/25/1991

SIE

Date: 10/1/2018

Series 7

Date: 1/17/1991

Series 53

Date: 4/3/1995

Series 24

Date: 3/16/1995

Current Firm

BRIDGEWAY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIDGEWAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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