Michael A. Flanagan

ABRIDGE PARTNERS

KENNETT SQUARE, PA

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CRD#: 2206189

Professional summary

Michael Anthony Flanagan JR, who also goes by Michael A Jr Flanagan, Mike Flanagan, is a registered financial advisor currently at ABRIDGE PARTNERS, LLC located in Kennett Square, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Michael has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael A Jr Flanagan | Mike Flanagan

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. 05/25/10 - RIA/ABRIDGE PARTNERS, LLC/HYBRID - FINANCIAL PLANS FOR A FIXED FEE AND/OR HOURLY RATE. 30% OF TIME. 2. 6/4/2010: NON-VARIABLE INSURANCE - LIFE INSURANCE THROUGH FFR; FIXED ANNUITIES THROUGH SAFE HARBOR. - TIME SPENT 25% - MIDDLETOWN, DE. 3. 9/5/2013: DBA ONLY - ABRIDGE PARTNERS, LLC - MIDDLETOWN, DE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Flanagan JR'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

October 25, 2007 - Present

ABRIDGE PARTNERS, LLC

RIA

CRD#: 145247

KENNETT SQUARE, PA

Past

September 8, 2009 - December 12, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

MIDDLETOWN, DE

Past

September 8, 2009 - January 20, 2021

LPL FINANCIAL LLC

CRD#: 6413

MIDDLETOWN, DE

Past

May 6, 2009 - September 8, 2009

ASSOCIATED SECURITIES CORP.

RIA

CRD#: 12969

MIDDLETOWN, DE

Past

May 6, 2009 - September 8, 2009

ASSOCIATED SECURITIES CORP.

CRD#: 12969

BOSTON, MA

Past

February 6, 2007 - April 29, 2009

FSC SECURITIES CORPORATION

CRD#: 7461

MIDDLETOWN, DE

Past

January 24, 2007 - April 29, 2009

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

MIDDLETOWN, DE

Past

March 26, 2001 - January 29, 2008

FFR ADVISORY LLC

RIA

CRD#: 108602

MIDDLETOWN, DE

Past

April 6, 1995 - January 9, 2007

FSC SECURITIES CORPORATION

CRD#: 7461

MIDDLETOWN, DE

Past

September 11, 1992 - November 8, 1993

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

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".

ABRIDGE PARTNERS, LLC

ABRIDGE PARTNERS, LLC | PRI ADVISORS, LLC

CRD#: 145247 / SEC#: 801-68497

RIA

Registered Investment Advisory firm - (10/25/2007 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

Pennsylvania
(12/3/2012)

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: 3/15/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/20/1992

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: 7/3/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/8/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/10/1999

General Securities Principal Examination

Current Firm

ABRIDGE PARTNERS, LLC

ABRIDGE PARTNERS, LLC | PRI ADVISORS, LLC

CRD#: 145247 / SEC#: 801-68497

RIA

Registered Investment Advisory firm - (10/25/2007 Approved)

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Contact information

Main Address

Jackson, MS

Mailing Address

Phone number

(601) 718-0000

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

ABRIDGE PARTNERS SCHWAB ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	318
AUM (Assets Under Management)	$ 102,812,940

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

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Michael A. Flanagan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Flanagan JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ASSOCIATED SECURITIES CORP.

ASSOCIATED SECURITIES CORP.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

FFR ADVISORY LLC

FSC SECURITIES CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

ABRIDGE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/15/2013

Series 63

Date: 4/20/1992

SIE

Date: 10/1/2018

Series 7

Date: 7/3/1995

Series 6

Date: 9/8/1992

Series 24

Date: 5/10/1999

Current Firm

ABRIDGE PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABRIDGE PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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