Michael S. Bridgford

BRIDGFORD WEALTH ADVISORY

Rock Island, IL 61201

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CRD#: 5356296

Professional summary

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

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Bridgford

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. Michael Bridgford Consulting; Consultant; Since May 01, 2022; Bettendorf, IA; Non-Investment related; Compensated; Approximately 20 hours spent per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott 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

December 10, 2022 - Present

BRIDGFORD WEALTH ADVISORY, LLC

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

RIA

CRD#: 290871

Rock Island, IL

Past

June 27, 2007 - December 31, 2009

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

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

Illinois
(12/10/2022)

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: 12/9/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/13/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/25/2007

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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Michael S. Bridgford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BRIDGFORD WEALTH ADVISORY, LLC

WILLIAM BLAIR

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/2022

Series 63

Date: 8/13/2007

Series 7

Date: 6/25/2007

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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