Scott M. Bridgford

BRIDGFORD WEALTH ADVISORY

Rock Island, IL 61201

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CRD#: 3176428

Professional summary

Scott Michael Bridgford is a registered financial advisor currently at BRIDGFORD WEALTH ADVISORY, LLC located in Rock Island, Illinois.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Scott has worked at 9 firms and has passed the Series 66, 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)OWNER OF OF SCOTT BRIDGFORD FARMS, CONTRACT FARM INCOME, $12,000/YR, 200HR/YR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Michael Bridgford'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®

None

Experience

Current

November 29, 2017 - Present

BRIDGFORD WEALTH ADVISORY, LLC

Office #1: 1800 3rd Ave., Suite 411, Rock Island, IL 61201

RIA

CRD#: 290871

Rock Island, IL

Past

February 28, 2012 - November 11, 2016

CETERA ADVISORS LLC

CRD#: 10299

ROCK ISLAND, IL

Past

November 18, 2010 - February 28, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

MOLINE, IL

Past

March 15, 2006 - November 29, 2017

STONEFIELD INVESTMENT ADVISORY, INC.

RIA

CRD#: 113802

CEDAR RAPIDS, IA

Past

February 6, 2006 - July 14, 2011

STONEFIELD INVESTMENT ADVISORY, INC.

RIA

CRD#: 113802

MOLINE, IL

Past

December 12, 2005 - November 16, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

MOLINE, IL

Past

March 31, 2005 - December 7, 2005

THE PLANNING CENTER, INC.

RIA

CRD#: 118994

MOLINE, IL

Past

September 3, 2003 - December 31, 2004

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA

CRD#: 39543

EAST MOLINE, IL

Past

September 3, 2003 - December 31, 2004

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

May 14, 2003 - August 21, 2003

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

February 25, 1999 - August 24, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

DAVENPORT, IA

Past

January 28, 1999 - August 24, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 28, 1999 - August 24, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Florida
(1/16/2018)

IAR

Illinois
(11/29/2017)

IAR

Texas
(1/4/2023)

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: 2/8/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/11/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/1999

General Securities Representative Examination

Current Firm

BRIDGFORD WEALTH ADVISORY, LLC

BRIDGFORD WEALTH ADVISORY LLC | BRIDGFORD WEALTH ADVISORY, LLC

CRD#: 290871 / SEC#:

Florida

Registered Investment Advisory firm - (1/16/2018 Approved)

Illinois

Registered Investment Advisory firm - (11/29/2017 Approved)

Texas

Registered Investment Advisory firm - (1/4/2023 Conditional Restricted)

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Contact information

Main Address

1800 3rd Ave., Suite 411, Rock Island, IL 61201

Mailing Address

2924 Blooming Alamanda Loop, Kissimmee, FL 34747

Phone number

(309) 743-1150

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	88
AUM (Assets Under Management)	$ 14,615,466

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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Advisor Monitoring

Firm Stability Insights

Scott M. Bridgford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Michael Bridgford's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

PACIFIC WEST SECURITIES, INC.

STONEFIELD INVESTMENT ADVISORY, INC.

STONEFIELD INVESTMENT ADVISORY, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

THE PLANNING CENTER, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

FSC SECURITIES CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/8/1999

SIE

Date: 11/11/2016

Series 7

Date: 1/21/1999

Current Firm

BRIDGFORD WEALTH ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIDGFORD WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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