BT
CFP
BT
CFP

Bridget Tetak

10 Years of Experience
Zanesville, OH
BrokerSells Insurance

Bridget Tetak is a CFP-designated registered investment advisor, based in Zanesville, OH, with 10 years of industry experience.

Location

3983 Northpointe Dr, Suite 2, Zanesville, OH, 43701

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Bridget is a board member for Transitions, Inc., secretary for Bethesda Care System, and committee chair for Zanesville Kiwanis Club, dedicating minimal time to each. She also works full-time as a financial advisor for Attain Wealth Partners and is an owner/member of W.K.T.B LLC.

Employment History
Current Registrations
Kestra Investment Services, LLC
May 2024 - Present · 2 yrs
Kestra Private Wealth Services, LLC
May 2024 - Present · 2 yrs
Kestra Investment Services, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - May 2024 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - May 2024 · 8 yrs 9 mos
State Registrations29 states
AKALCADCDEFLGAILINKYLAMAMDMIMNMONCNJNMNVNYOHPASCTXVAWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.