Lynn
Bridges
Impact Partnership Wealth, LLC
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About this Advisor
Lynn Bridges is a financial advisor who works out of Saint George, Utah who has 1 year of relevant experience. Bridges is an advisor for Impact Partnership Wealth, LLC. Over the course of their career, they have held roles at Bridges Wealth Preservation, Brookstone Capital Management and Impact Partnership Wealth, LLC. Bridges has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Utah. Impact Partnership Wealth, LLC is a financial advisory company based in Kennesaw, GA. The firm has offices in 30 locations and a total of 37 employees. It manages $292 million in assets under management among its 2,042 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 2,042 customer accounts, just 5% are held by high-net-worth individuals who have at least $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on the type of financial services provided. However, fee types billed by Impact Partnership Wealth, LLC most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Impact Partnership Wealth, LLC Brokerage Details
$291,965,318
37
2,042
$142,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Lynn Bridges Work History
Lynn has been registered as a financial advisor for 1 years.*
Impact Partnership Wealth, LLC
Bridges Wealth Preservation
Brookstone Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lynn Bridges to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Impact Partnership Wealth, LLC
Kennesaw, GA
Anaheim, CA
Kennesaw, GA
Kennesaw, GA
Kennesaw, GA
Kennesaw, GA
Kennesaw, GA
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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