Bridge Financial Strategies, LLC

Bridge Financial Strategies, LLC (CRD# 298134) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $68,049,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11111 N. Scottsdale Road, Suite #205, Scottsdale, AZ 85254
https://www.linkedin.com/in/juliekern/
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $340,245
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Bridge Financial Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Julie Kern, financial advisor Scottsdale AZ
Julie A. Kern
CRD#: 4592242
11111 N. Scottsdale Road, Suite #205, Scottsdale, AZ 85254

Julie Kern (CRD# 4592242) is an Investment Advisor Representative working at Bridge Financial Strategies, LLC in Scottsdale, AZ and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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