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Connor William Farnsworth Pugno

Bridges Investment Management Inc

Omaha, NE

CRD 7322583

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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:

Current Employers
Bridges Investment Management Inc

13333 California St Suite 500, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-02-17
  • NE RA
    APPROVED
    Since 2021-02-17

Branch Locations

13333 California St Suite 500, Omaha, NE 68154 • 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
Bridges Investment Management Omaha NE 01/2018 02/2024
Westwood Holdings Group Omaha NE 07/2017 01/2018
Mutual Of Omaha Omaha NE 09/2016 05/2017
Dundee Venture Capital Omaha NE 04/2016 05/2017
Creighton University Omaha NE 08/2013 05/2017
Extended Travel Sacramento CA 05/2017 07/2017
Bridges Investment Management Omaha NE 02/2024 Present
  • 01/2018 → 02/2024
    Bridges Investment Management
    Omaha, NE
  • 07/2017 → 01/2018
    Westwood Holdings Group
    Omaha, NE
  • 09/2016 → 05/2017
    Mutual Of Omaha
    Omaha, NE
  • 04/2016 → 05/2017
    Dundee Venture Capital
    Omaha, NE
  • 08/2013 → 05/2017
    Creighton University
    Omaha, NE
  • 05/2017 → 07/2017
    Extended Travel
    Sacramento, CA
  • 02/2024 → Present
    Bridges Investment Management
    Omaha, NE
Other Businesses

BRIDGES TRUST COMPANY, INVESTMENT RELATED, 13333 CALIFORNIA ST OMAHA NE, TRUST COMPANY, PORTFOLIO MANAGER, 1/2018, 10 HRS/MONTH, 10 HRS/MONTH DURING TRADING HOURS, TRADING ANALYSIS AND RESEARCH. CIRCLE THEATRE OMAHA, NON-INVESTMENT RELATED, 333 S 132ND ST OMAHA NE, NON-PROFIT THEATRE DEDICATED TO ARTS AND PROGRAMMING FOR PEOPLE OF ALL SKILL LEVELS, BOARD MEMBER, JANUARY 2025, 3 HRS/MONTH, 0 HRS/MONTH DURING TRADING HOURS, GENERAL MEMBER OF THE BOARD OF DIRECTORS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-10
  • S65 Uniform Investment Adviser Law Examination
    2020-07-10
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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