Paul Edward Compeau

Current Employers

Employment History

• 05/2014 → 12/2017
  Self Employed
  Troy, MI
• 01/2018 → Present
  Bridgewise College Planning Inc
  Troy, MI
• 08/2017 → 12/2022
  Guardian Pointe Private Wealth Management
  Brighton, MI
• 12/2022 → Present
  Caitlin John, Llc
  Brighton, MI
• 01/2011 → Present
  Bridgewise Financial Partners Llc
  Troy, MI
• 05/2018 → Present
  Bridgewise Insurance Partners Llc
  Troy, MI
• 09/2024 → Present
  Bridgwise Wealth Management
  Troy, MI

Previous Registrations

• 2022-12-21 → 2025-01-02
  Simplyria Advisor Network
  Brighton, MI
  Troy, MI
• 2018-02-27 → 2022-12-20
  Guardian Pointe Private Wealth Management, Llc
  Troy, MI
  Brighton, MI

Other Businesses

BridgeWise Financial Partners LLC- 12/20/2017. Non-Investment Related; 2041 E Square Lake Rd, Ste 100, Troy, MI 48085; 20hrs/month, 10hrs/month during securities trading hours; Parent Company/Business Operations established in 01/28/2011 BridgeWise College Planning LLC, Non-Investment Related, 2041 E Square Lake Rd, Ste 100, Troy, MI 48085, College Planning Solutions, Founding Partner - College Planner, 12/2017, 20hrs/month, 10hrs/month during securities trading hours, Duties include sales and marketing. BridgeWise Insurance Partners LLC, Non-Investment Related, 2041 E Square Lake Rd, Ste 100, Troy, MI 48085, Insurance Sales, Founding Partner - Insurance Agent, 12/2017, 20hrs/month, 10hrs/month during securities trading hours, Duties include insurance sales and marketing. Mr. Compeau serves as Chapter President of the 501(c)(3) nonprofit, American Financial Education Alliance. In this role, he teaches classes and provides public education on financial planning topics. His involvement requires approximately 2-10 hours per month, is uncompensated, and began in August 2025.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-15
• S63 Uniform Securities Agent State Law Examination
  2009-11-24

Designations

Other Names

• Paul E Compeau