Unclaimed
Lynn Bridges is a financial advisor with over 30 years of experience in the industry. Currently, Lynn is registered with Impact Partnership Wealth, LLC as an Investment Advisor Representative. Lynn has a strong background in financial planning and portfolio management, and is committed to providing personalized advice to help her clients achieve their financial goals. She is dedicated to providing her clients with the highest level of service and expertise. Lynn also provides insurance services through Bridges Wealth Preservation and is an independent life insurance agent for The Impact Partnership, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
02/16/2022 - Present
Impact Partnership Wealth, LLC (St George UT)
NY
02/06/2004 - 07/11/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
06/07/2002 - 12/31/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NE
05/31/2000 - 05/30/2002
FREEDOM FINANCIAL, INC. (OMAHA NE)
IN
07/22/1997 - 07/17/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/22/1997 - 07/17/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/05/1995 - 01/04/1999
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/05/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
OH
08/27/1993 - 05/23/1995
KEY INVESTMENTS INC. (CLEVELAND OH)
MA
02/11/1992 - 07/22/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/11/1992 - 07/22/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
05/28/1991 - 12/20/1991
GREEN HILL FINANCIAL SERVICE CORPORATION
NY
12/23/1986 - 02/25/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
04/23/1986 - 12/03/1986
PAINEWEBBER INCORPORATED
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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