Brett Dale Carson

Employer firm

Bridges Investment Management Inc CRD 108028

$11.3B regulatory AUM 34 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2011 → 04/2023
  Carson Group Investing
  Omaha, NE
• 05/2023 → 01/2026
  Tim Harrison
  Omaha, NE
• 05/2023 → 01/2026
  Northwestern Mutual Investment Services Llc
  Omaha, NE
• 12/2023 → 01/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2026 → Present
  Bridges Investment Management, Inc.
  Omaha, NE

Previous Registrations

• 2023-06-22 → 2026-01-27
  Northwestern Mutual Investment Services, Llc
  Omaha, NE
• 2011-09-26 → 2023-05-05
  Cwm, Llc
  Omaha, NE
• 2022-03-21 → 2023-05-05
  Carson Group Investing
  Omaha, NE
• 2001-08-23 → 2011-09-09
  Gaineswood Investment Management, Inc.
  Cockeysville, MD
  Cockeysville, MD
  Omaha, NE
• 2007-02-22 → 2011-09-09
  Garp Research & Securities Company
  Baltimore, MD
  Baltimore, MD
  Baltimore, MD
  Reisterstown, MD
  Omaha, NE
  Baltimore, MD
• 2001-08-23 → 2006-01-05
  Garp Research Llc
  Towson, MD

Other Businesses

(1) BRIDGES TRUST COMPANY, INVESTMENT RELATED, 13333 CALIFORNIA ST SUITE 500 OMAHA NE 68154, TRUST COMPANY, SENIOR VICE PRESIDENT OF FAMILY OFFICE INVESTMENTS, STARTED 1/2026, 100 HRS/MTH, 100 HRS/MTH DURING SECURITIES TRADING HOURS, DUTIES INCLUDE INVESTMENT AND STRATEGIC RELATIONSHIP MANAGEMENT; (2) AUTISM ACTION PARTNERSHIP, NON-INVESTMENT RELATED, 14301 FNB PARKWAY #115 OMAHA NEBRASKA 68154, NON-PROFIT ORGANIZATION TO IMPROVE THE QUALITY OF LIFE FOR PERSONS WITH AUTISM, BOARD OF TRUSTEES MEMBER, STARTED 09/30/2024, 0-5 HRS/MONTH, 0-5 HRS/MONTH DURING SECURITIES TRADING HOURS, DUTIES INCLUDE BOARD OF TRUSTEE AND INVESTMENT COMMITTEE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-03
• S65 Uniform Investment Adviser Law Examination
  2001-03-26

Designations

• Chartered Financial Analyst

Other Names

• Brett Dale Carson
• Brett Carson