Julie A. Kern

BRIDGE FINANCIAL STRATEGIES

Scottsdale, AZ 85254

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CRD#: 4592242

Professional summary

Julie Ann Kern, CFP®, who also goes by Julie Ann Ciesielski, Julie Ann Gonciarz, Julie Kern, Julie Ann Randolph, is a registered financial advisor currently at BRIDGE FINANCIAL STRATEGIES, LLC located in Scottsdale, Arizona.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Julie has worked at 7 firms and has passed the Series 66, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Ann Ciesielski | Julie Ann Gonciarz | Julie Kern | Julie Ann Randolph

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)JULIE KERN CPA;NO;11111 N SCOTTSDALE RD,SCOTTSDALE, AZ 85254;TAX PREPARATION;TAX MANAGER;01/01/2002;80;0;PREPARATION OF TAX RETURNS 2)BRIDGE FINANCIAL STRATEGIES,YES,11111 N. SCOTTSDALE RD., STE #205, SCOTTSDALE AZ 85254, DBA, OWNER, PRESIDENT, 09/08/09, DBA FOR TAX PLANNING AND PREPARATION SERVICES AT HOURLY RATES. DEVOTES 175 HRS/YR AND 100 HRS/YR DURING TRADING HRS. 3) BRIDGE DIVORCE STRATEGIES, NON-INVESTMENT RELATED, 11111 N. SCOTTSDALE RD., STE. 2054, SCOTTSDALE AZ 85254, DIVORCE FINANCIAL PLANNING, OWNER, 8/15/2012, DEVOTES 10 HRS/MONTH AND 6 HRS DURING TRADING HRS, PROIVDE NON-INVESTMENT RELATED FINANCIAL ADVICE; 4) MELALEUCA, 18811 N 16TH PL., PHOENIX, AZ 85024. REPRESENTATIVE SINCE 11/28/10. NOT INVESTMENT RELATED. WORKS NO HOURS. ALSO NONE FOR TRADING HOURS. DUTIES: OPPORTUNITY FOR REFERRALS AND EARN % OF THEIR ORDERS. DOES NOT INTEND TO ACTIVELY RECRUIT OTHER CUSTOMERS, BUT THERE IS A POTENTIAL TO DO SO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Ann Kern'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

August 29, 2018 - Present

BRIDGE FINANCIAL STRATEGIES, LLC

Office #1: 11111 N. Scottsdale Road Suite #205, Scottsdale, AZ 85254

RIA

CRD#: 298134

Scottsdale, AZ

Past

January 28, 2015 - January 2, 2019

DYNAMIC

RIA

CRD#: 151367

SCOTTSDALE, AZ

Past

January 3, 2012 - March 30, 2015

WEALTH MANAGEMENT SOLUTIONS

RIA

CRD#: 127517

SCOTTSDALE, AZ

Past

January 6, 2011 - November 18, 2011

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

PHOENIX, AZ

Past

January 3, 2011 - November 18, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

PHOENIX, AZ

Past

April 9, 2009 - September 30, 2010

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

LITCHFIELD PARK, AZ

Past

March 5, 2009 - September 30, 2010

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

LITCHFIELD PARK, AZ

Past

October 31, 2002 - January 23, 2006

INLIGN WEALTH MANAGEMENT, LLC

RIA

CRD#: 120747

PHOENIX, AZ

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
(9/7/2018)

IAR

Texas
(3/2/2025)

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: 3/9/2009

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/21/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/4/2009

General Securities Representative Examination

Current Firm

BRIDGE FINANCIAL STRATEGIES, LLC

CRD#: 298134 / SEC#:

Arizona

Registered Investment Advisory firm - (9/7/2018 Approved)

Texas

Registered Investment Advisory firm - (2/18/2025 Conditional Restricted)

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Contact information

Main Address

11111 N. Scottsdale Road Suite #205, Scottsdale, AZ 85254

Mailing Address

Phone number

(480) 378-2383

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	221
AUM (Assets Under Management)	$ 78,902,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Julie A. Kern

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Ann Kern's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIDGE FINANCIAL STRATEGIES, LLC

DYNAMIC

WEALTH MANAGEMENT SOLUTIONS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

INLIGN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/9/2009

Series 65

Date: 10/21/2002

Series 7

Date: 3/4/2009

Current Firm

BRIDGE FINANCIAL STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIDGE FINANCIAL STRATEGIES, LLC

TRUST BUT VERIFY

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