Bridge Financial Planning, LLC
Bridge Financial Planning, LLC (CRD# 174840) is a financial advisory firm headquartered in Chattanooga, TN. They manage $6,300,000 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$153,659
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jennifer Harper (CRD# 4502181) is an Investment Advisor Representative working at Bridge Financial Planning, LLC in Chattanooga, TN and has over 16 years of experience in the finance industry. Jennifer Harper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lori Allyson Hauss (CRD# 1547098) is an Investment Advisor Representative working at Bridge Financial Planning, LLC in Chattanooga, TN and has 1 year of experience in the finance industry.