Justin Hans Mccurdy
Investment adviser representative at Bridge Financial Planning, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$100.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Bridge Financial Planning, LLCSep 2022 to now
- Hightower Advisors LLCJun 2018 to Sep 2022
- Hightower Securities, LLCJun 2018 to Sep 2022
- Nd Deloitte Center for Ethical LeadershipJun 2017 to Aug 2017
- Riverbend Cancer ServicesJun 2017 to Aug 2017
- High School District 230Aug 2014 to May 2018
- University of Notre DameAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IN).
Bridge Financial Planning, LLC
$100.4MAssets managed
95Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7006506
- Firm CRD
- 174840