MichaelBridgman- Financial Advisor Omaha, NE

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About Michael Bridgman

Cambridge Advisors Inc. is a fee-only investment management firm that was established to help our clients meet their financial goals through sound investment principles. Our client centered approach means that each client will have a unique portfolio designed specifically for their needs and preferences. Out of respect for our clients we are committed to full disclosure, clear reporting, easy access to our portfolio managers, strict confidentiality, and professional education.

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General Information

Firm Start Year

1990

CRD#

1953229

Firm CRD#

104851

Name of Custodial Firm

Schwab Institutional and Vanguard

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Financial Planning for Individuals, Investment Advice & Management

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$179,000,000

Compensation and Fees

Compensation Methods

Based on Assets

Fee % Based on Assets

Education

BS -

University of Nebraska at Omaha
-

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886619/paladinregistry-Cambridge-Advisors-detailed-disclosure.html

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Paladin Research Report For:

Michael Bridgman

Cambridge Advisors