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Bright Star Financial Advisors, LLC

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Company Details

Name: Bright Star Financial Advisors, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 01 Aug 2022 (3 years ago)
Financial Date End: 31 Aug 2026
Entity Number: 4835926
Place of Formation: IDAHO
File Number: 833945
ZIP code: 83401
County: Bonneville County
Principal Address: 2255 QUAIL RIDGE DRIVE AMMON, ID 83401
Mailing Address: 2255 QUAIL RIDGE DR AMMON, ID 83401-5950

Agent

Name Role Address
Adam Serr Agent 900 PIER VIEW DRIVE, SUITE 204, IDAHO FALLS, ID 83402

Manager

Name Role Address Appointed On
Bright Star Financial Advisors Manager 900 PIER VIEW DRIVE, IDAHO FALLS, ID 83402 2023-08-24

Form 5500 Series

Employer Identification Number (EIN):
883642834
Plan Year:
2023
Number Of Participants:
0
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
0
Sponsors Telephone Number:

Filing

Filing Name Filing Number Filing date
Annual Report 0006335018 2025-07-02
Annual Report 0005855427 2024-08-12
Annual Report 0005371413 2023-08-24
Initial Filing 0004835926 2022-08-01

Court Cases Opinions

Summary

Category:
Judicial Publications
Circuit:
9th
Cause:
28:1331 Fed. Question
Case Type:
civil
Nature Of Suit:
Other Contract Actions

Parties

Party Role:
Plaintiff
Party Name:
formerly East Idaho Credit Union
Party Role:
Plaintiff
Party Name:
Ameriprise Financial Services
Party Role:
Defendant
Party Name:
Kristin L. Bergeson
Party Role:
Defendant
Party Name:
Bright Star Financial Advisors, LLC
Party Role:
Defendant

Opinions

PDF File:
Opinion Date:
2024-08-08
Opinion Notes:
MEMORANDUM DECISION AND ORDER - IT IS ORDERED that: Plaintiff's Motion to Reconsider the Dismissal of Defendant Ameriprise Financial Services, LLC with Prejudice (Dkt. 18) is GRANTED. The Court's May 24, 2024, Memorandum Decision and Order (Dkt. 16) is modified to dismiss Frontier's claims Against Ameriprise without prejudice. Plaintiff's Motion to Amend the Complaint (Dkt. 17) is GRANTED. Plaintiff must file an amended complaint with thirty (30) days of the issuance of this Order. Signed by Judge Amanda K Brailsford. (caused to be mailed to non Registered Participants at the addresses listed on the Notice of Electronic Filing (NEF) by (ac)
PDF File:
Opinion Date:
2024-05-24
Opinion Notes:
MEMORANDUM DECISION AND ORDER - IT IS ORDERED that: The Motion to Stay the Proceedings and Compel Arbitration of Defendants Serr, Kelley, Bergeson, and Bright Star (Case No. 4:23-cv-00433-AKB, Dkt. 7) is GRANTED in part and DENIED in part. Frontier must arbitrate Counts Nine, Ten, and Thirteen as alleged against Serr and Kelley. The proceedings in this case are STAYED pending arbitration.Signed by Judge Amanda K Brailsford. (caused to be mailed to non Registered Participants at the addresses listed on the Notice of Electronic Filing (NEF) by (ac)

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Date of last update: 10 Jul 2025

Sources: Idaho Secretary of State