BRIDGEPORT FINANCIAL SOLUTIONS LLC
Legal name: BRIDGEPORT FINANCIAL SOLUTIONS
CRD #325485 SEC #801-127630 PHOENIX, AZ 877-411-2737
SEC Registered
Total AUM
$484.5M
Discretionary
$484.5M
Employees
11
Clients
10
Accounts
1,572
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BELL, COLLEEN, MCGUIRE | I | MANAGER | NA | Control |
| BOYLES, RICHARD, CHARLES | I | MANAGER | NA | Control |
| BOYLES, RICHARD, CHARLES | I | MANAGER | NA | Control |
| Graham, Nelson, Murphy | I | CHIEF TECHNOLOGY OFFICER | NA | |
| Graham, Nelson, Murphy | I | CHIEF TECHNOLOGY OFFICER | NA | |
| Graham, Nelson, Murphy | I | CHIEF TECHNOLOGY OFFICER | NA | |
| Kuhlman, Richard, Henry | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER | NA | Control |
| Kuhlman, Richard, Henry | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER | NA | Control |
| Kuhlman, Richard, Henry | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER | NA | Control |
| Kuhlman, Richard, Henry | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER | NA | Control |
| Kuhlman, Richard, Henry | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER | NA | Control |
| Kuhlman, Richard, Henry | I | CHIEF LEGAL OFFICER | NA | |
| Kuhlman, Richard, Henry | I | CHIEF LEGAL OFFICER | NA | |
| Kuhlman, Richard, Henry | I | CHIEF LEGAL OFFICER | NA | |
| Kuhlman, Richard, Henry | I | CHIEF LEGAL OFFICER | NA | |
| Kuhlman, Richard, Henry | I | CHIEF LEGAL OFFICER | NA | |
| Kuhlman, Richard, Henry | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER | NA | Control |
| Kuhlman, Richard, Henry | I | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER | NA | Control |
| Kuhlman, Richard, Henry | I | CHIEF LEGAL OFFICER | NA | |
| Kuhlman, Richard, Henry | I | CHIEF LEGAL OFFICER | NA | |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| MILLER, SETH, AARON | I | MANAGER | NA | Control |
| ROLLINS, EDDIE, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| ROLLINS, EDDIE, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| ROLLINS, EDDIE, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| ROLLINS, EDDIE, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| ROLLINS, EDDIE, THOMAS | I | MANAGING DIRECTOR | NA | |
| ROLLINS, EDDIE, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| ROLLINS, EDDIE, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| ROLLINS, EDDIE, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| ROLLINS, EDDIE, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| ROLLINS, EDDIE, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| ROLLINS, EDDIE, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| Robbins, Tammy, Ann | I | MANAGER | NA | Control |
| Robbins, Tammy, Ann | I | MANAGER | NA | Control |
| Robbins, Tammy, Ann | I | MANAGER | NA | Control |
| Robbins, Tammy, Ann | I | MANAGER | NA | Control |
| Robbins, Tammy, Ann | I | MANAGER | NA | Control |
| Robbins, Tammy, Ann | I | MANAGER | NA | Control |
| Robbins, Tammy, Ann | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| SCHWARTZ, ERIC | I | MANAGER | NA | Control |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| STONE, CARLA, JEAN | I | CHIEF ACCOUNTING OFFICER | NA | |
| Shafer, Andrea, Lynn | I | CHIEF SUPERVISION OFFICER | NA | |
| Shafer, Andrea, Lynn | I | CHIEF SUPERVISION OFFICER | NA | |
| Shafer, Andrea, Lynn | I | CHIEF SUPERVISION OFFICER | NA | |
| Shafer, Andrea, Lynn | I | CHIEF SUPERVISION OFFICER | NA | |
| Shafer, Andrea, Lynn | I | CHIEF SUPERVISION OFFICER | NA | |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| VIVACQUA, JEFFREY, FRANCIS | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| WEBBER, AMY, LYNN | I | MANAGER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUHN, STEPHEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | E | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | C | Control |
| CAMBRIDGE INVESTMENT GROUP, INC. | DE | MEMBER | C | Control |
| WEBBER, AMY, LYNN | I | MANAGER | B | Control |
| WEBBER, AMY, LYNN | I | MANAGER | B | Control |
| WEBBER, AMY, LYNN | I | MANAGER | B | Control |
| WEBBER, AMY, LYNN | I | MANAGER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST II | F | Control |
| SCHWARTZ, ERIC | I | ERIC AND KELLY SCHWARTZ CHARITABLE TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST II | F | Control |
| SCHWARTZ, ERIC | I | ERIC AND KELLY SCHWARTZ CHARITABLE TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, ERIC | I | SCHWARTZ FAMILY TRUST | F | Control |
| SCHWARTZ, KELLY, A | I | ERIC AND KELLY SCHWARTZ CHARITABLE TRUST | F | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | E | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | E | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | E | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | E | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | E | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | E | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | E | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | E | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | E | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | E | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | E | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | E | Control |
| ERIC AND KELLY SCHWARTZ CHARITABLE TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | C | Control |
| ERIC AND KELLY SCHWARTZ CHARITABLE TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | C | Control |
| SCHWARTZ FAMILY TRUST | DE | CAMBRIDGE INVESTMENT GROUP, INC. | C | Control |
| SCHWARTZ FAMILY TRUST II | DE | CAMBRIDGE INVESTMENT GROUP, INC. | C | Control |
| SCHWARTZ FAMILY TRUST II | DE | CAMBRIDGE INVESTMENT GROUP, INC. | C | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (44)
AK AL AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MT NC NE NH NJ NM NV NY OH OR PA RI SC TN TX UT VA VT WA WV
Address
2700 N CENTRAL AVESUITE 1200
PHOENIX, AZ 85004
United States
Phone: 877-411-2737