Lynn Bridges
Lynn Bridges is a registered investment advisor at Impact Partnership Wealth, LLC, based in St George, UT, with 26 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,181 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPW charges a percentage of your portfolio annually for investment management. The exact percentage can vary depending on the advisor you work with, up to a maximum of 1.65%. The fee includes IPW's compensation and sometimes a portion for the model portfolio manager. Cash in a model portfolio is included in the billing, but non-modelized cash is not billed for investment advisory fees.
Location
20 North Main St, Suite 309, St George, UT, 84770
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2006Customer Dispute
August 1997Other Business ActivitiesSells Insurance
Lynn owns Bridges Wealth Preservation, offering insurance services such as life insurance, long-term care, and annuities, dedicating about a quarter of her time. Lynn also receives commissions from The Impact Partnership, LLC for recommending or selling life insurance and fixed indexed annuities, spending about a quarter of her time on this activity as well.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Brookstone Capital Management LLC
New England Securities Corporation
New England SecuritiesBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Freedom Financial, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Key Investments INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Green Hill Financial Service CorporationBroker
Nylife Securities INC.Broker
Painewebber IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.