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Barbara J Bridgman

Succession Financial, Inc

Mckinney, TX

Crystal Lake, IL

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Current Employers
Succession Financial, Inc

300 E. Davis Street Ste. 152, Mckinney, TX 75069 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-06-30
TX RA APPROVED 2025-06-30
  • IL RA
    APPROVED
    Since 2025-06-30
  • TX RA
    APPROVED
    Since 2025-06-30

Branch Locations

300 E. Davis Street Ste. 152, Mckinney, TX 75069 • United States

Crystal Lake, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthstar Advisors, Llc Plano TX 03/2023 02/2026
Mueller Financial Services, Inc. Elgin IL 12/2018 06/2022
Mueller Financial Services, Inc. Elgin IL 04/2018 11/2018
Barbara Bridgman Crystal Lake IL 01/2015 04/2018
Homemaker Crystal Lake IL 06/2022 03/2023
Succession Financial, Inc. Mckinney TX 03/2023 Present
  • 03/2023 → 02/2026
    Wealthstar Advisors, Llc
    Plano, TX
  • 12/2018 → 06/2022
    Mueller Financial Services, Inc.
    Elgin, IL
  • 04/2018 → 11/2018
    Mueller Financial Services, Inc.
    Elgin, IL
  • 01/2015 → 04/2018
    Barbara Bridgman
    Crystal Lake, IL
  • 06/2022 → 03/2023
    Homemaker
    Crystal Lake, IL
  • 03/2023 → Present
    Succession Financial, Inc.
    Mckinney, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-24
  • S65 Uniform Investment Adviser Law Examination
    2025-01-24
Other Names
  • Barbara J Wolfe

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · McKinney, TX
CETERA INVESTMENT ADVISERS LLC · MCKINNEY, TX
EDWARD JONES · MCKINNEY, TX
CETERA INVESTMENT ADVISERS LLC · MCKINNEY, TX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MCKINNEY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MCKINNEY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · McKinney, TX
LPL FINANCIAL LLC · MCKINNEY, TX

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