Shelby Lynn Bruckner

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

• 03/2012 → 08/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2012 → 08/2017
  Northwestern Mutual Investment Services, Llc
  Omaha, NE
• 07/2016 → 08/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/2017 → 12/2020
  Equitable Advisors, Llc
  New York, NY
• 01/2021 → 08/2023
  Bridges Investment Management
  Omaha, NE
• 08/2023 → 02/2025
  Bridges Investment Management
  Omaha, NE
• 02/2025 → Present
  Bridges Investment Management
  Omaha, NE

Previous Registrations

• 2017-11-29 → 2020-12-22
  Equitable Advisors, Llc
  Omaha, NE
  Omaha, NE

Other Businesses

Bridges Trust Company, Investment related, 13333 California St Suite 500 Omaha NE 68154, Trust Company, Officer, August 2023, 5 hours per month, 5 hours per month during trading hours, Portfolio Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-21
• S63 Uniform Securities Agent State Law Examination
  2013-03-29

Designations

• Certified Financial Planner

Other Names

• Shelby Lynn Corbaley