Fairfield, IA Office

Team
Updated today

Client AUM

$909,423,960

Clients

895

Advisors

3

Of 13 advisors across 6 offices

Location

1776 Pleasant Plain Road

Fairfield IA 52556

Advisors at this office

3

Advisors at this office

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Avangeline S

Series 66

Fairfield, IA

Bridgeport Financial Solutions

Avangeline Subsin is a financial advisor at Bridgeport Financial Solutions with nine years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors and Thimbleberry Financial. She serves as a board member of Whatsoever You Do, Inc., a nonprofit organization based in Ottumwa, Iowa. Bridgeport Financial Solutions serves individual clients, including high-net-worth households, and institutional clients such as retirement plans. The firm provides investment management, financial planning, retirement-plan advisory, and tax preparation services through its subsidiary, offering both discretionary management and access to third-party and affiliated strategists.

Annuities Private / alternative investments Tax-loss harvesting Founder/Business Owner
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Luke P

Series 66

Fairfield, IA

Bridgeport Financial Solutions

Luke Perry is a Series 66-licensed financial advisor with 15 years of industry experience. He is affiliated with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisor, Inc., CRI Securities, LLC, and Securian Financial Services, Inc. Perry has also worked with nonprofit and church organizations earlier in his career. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm utilizes model portfolios overseen by an Investment Committee and provides discretionary management through wrap programs and advisor-managed portfolios, with access to both affiliated and third-party strategies.

Annuities Private / alternative investments Tax-loss harvesting Founder/Business Owner
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Justin Z

Series 66

Fairfield, IA

Bridgeport Financial Solutions

Justin Zeimet is a financial advisor at Bridgeport Financial Solutions with six years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Zeimet also provides tax services as a coach on a limited basis. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm manages model portfolios through an Investment Committee and delivers discretionary management via wrap programs and advisor-managed portfolios, combining affiliated and third-party strategies.

Annuities Private / alternative investments Tax-loss harvesting Founder/Business Owner
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