Justin H. Mccurdy

BRIDGE FINANCIAL PLANNING

Valparaiso, IN

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CRD#: 7006506

Professional summary

Justin Hans Mccurdy, CFP® is a registered financial advisor currently at BRIDGE FINANCIAL PLANNING, LLC located in Valparaiso, Indiana.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Justin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Do you have an area of expertise or specialization?

Charitable Giving

Generation X

High Net Worth Client Needs

Middle Income Client Needs

Millennials

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Hans Mccurdy'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

September 30, 2022 - Present

BRIDGE FINANCIAL PLANNING, LLC

RIA

CRD#: 174840

Valparaiso, IN

Past

November 15, 2018 - September 15, 2022

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Valparaiso, IN

Past

September 14, 2018 - September 15, 2022

HIGHTOWER SECURITIES, LLC

CRD#: 116681

VALPARAISO, IN

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".

BRIDGE FINANCIAL PLANNING, LLC

CRD#: 174840 / SEC#: 801-130662

RIA

Registered Investment Advisory firm - (7/10/2025 Approved)

Florida

Registered Investment Advisory firm - (7/29/2025 Terminated)

Georgia

Registered Investment Advisory firm - (8/7/2025 Terminated)

Indiana

Registered Investment Advisory firm - (8/1/2025 Terminated)

Tennessee

Registered Investment Advisory firm - (7/29/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Indiana
(10/27/2022)

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 66

Date: 11/9/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/2018

General Securities Representative Examination

Current Firm

BRIDGE FINANCIAL PLANNING, LLC

CRD#: 174840 / SEC#: 801-130662

RIA

Registered Investment Advisory firm - (7/10/2025 Approved)

Florida

Registered Investment Advisory firm - (7/29/2025 Terminated)

Georgia

Registered Investment Advisory firm - (8/7/2025 Terminated)

Indiana

Registered Investment Advisory firm - (8/1/2025 Terminated)

Tennessee

Registered Investment Advisory firm - (7/29/2025 Terminated)

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Contact information

Main Address

Cruz Quebrada - Dafundo

Mailing Address

633 Chestnut Street Suite 600, Chattanooga, TN 37450

Phone number

(423) 933-2722

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRIDGE FINANCIAL PLANNING FORM ADV PART 2A - FIRM BROCHURE (7/28/2025)

Regulatory assets under management

Total Number of Accounts	307
AUM (Assets Under Management)	$ 93,269,789

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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Justin H. Mccurdy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Hans Mccurdy's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIDGE FINANCIAL PLANNING, LLC

HIGHTOWER ADVISORS, LLC

HIGHTOWER SECURITIES, LLC

Primary Firm SEC Registration

BRIDGE FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2018

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2018

Current Firm

BRIDGE FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIDGE FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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