Ryan Michael Bridges

Employer firm

Simplicity Wealth CRD 300572

$4.27B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  Grad Plan Llc Dba B-Financialwise
  Houston, TX
• 02/2022 → 07/2023
  Green Tweed
  Houston, TX
• 02/2021 → 02/2022
  Huntsman Corp
  The Woodlands, TX
• 07/2019 → 02/2021
  Jsc Federal Credit Union
  Clear Lake, TX
• 12/2017 → 07/2019
  Sage Products
  Houston, TX
• 09/2012 → 12/2017
  Alm First Financial
  Dallas, TX
• 07/2026 → Present
  Simplicity Wealth
  Summit , NJ

Previous Registrations

• 2026-02-13 → 2026-07-03
  First Advisors National, Llc
  Houston, TX

Other Businesses

Ryan Michael Bridges; Investment related; 4635 Southwest Freeway Ste 210 Houston, Texas 77027; Registered Insurance Agent; 7/2023, approximate number of hours/month you devote to the other business 100 hrs/week, Sell fixed indexed annuities and indexed universal life (IUL) insurance products to clients based on their financial needs and objectives. Grad Plan LLC DBA B-FinancialWise; Investment related; 4635 Southwest Freeway Ste 210 Houston, Texas 77027; Insurance Sale/Owner; 7/2023, approximate number of hours/month you devote to the other business 100 hrs/week, Sell fixed indexed annuities and indexed universal life (IUL) insurance products to clients based on their financial needs and objectives.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-12