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BRIDGEPORT FINANCIAL SOLUTIONS

PHOENIX, AZ · CRD 325485 · IAPD ↗ · bridgeport.financial · 877-411-2737

$1.05BRegulatory AUM
9Advisory reps
9Employees
105Clients
101-250Planning clients
0Private funds
44States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — BRIDGEPORT FINANCIAL SOLUTIONS reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — BRIDGEPORT FINANCIAL SOLUTIONS crossed $1B in regulatory AUM ($484.5M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
April 2025 — BRIDGEPORT FINANCIAL SOLUTIONS moved its main office from FAIRFIELD, IA to PHOENIX, AZ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2025 — BRIDGEPORT FINANCIAL SOLUTIONS added office(s): 5 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — BRIDGEPORT FINANCIAL SOLUTIONS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2025 — BRIDGEPORT FINANCIAL SOLUTIONS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
72
April 2025 — BRIDGEPORT FINANCIAL SOLUTIONS grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
August 2024 — BRIDGEPORT FINANCIAL SOLUTIONS changed its website from bridgeport.financial.com to bridgeport.financial.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
August 2024 — BRIDGEPORT FINANCIAL SOLUTIONS added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
August 2024 — BRIDGEPORT FINANCIAL SOLUTIONS grew from 0 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
July 2024 — BRIDGEPORT FINANCIAL SOLUTIONS notice-filed in AK, HI, IN, KS, KY, ME, MI, MN, MO, NE, NH, NJ, OH, RI, SC, TN, UT, VA, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — BRIDGEPORT FINANCIAL SOLUTIONS's Item 11 disclosure-reporting entries rose by 12 (0 -> 12).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.