Samantha Lynne Rathje

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

• 11/2015 → 04/2021
  Lincoln Mattress & Furniture Company
  Lincon, NE
• 04/2021 → Present
  Bridges Investment Management Inc.
  Omaha, NE

Other Businesses

Bridges Trust Company, Investment related, 13333 California Street Suite 500 Omaha NE 68154, Trust and Wealth Management, Client Service Manager, 4/2021, 20 hours/month, 20 hours/month during business hours, Client service; Young Living Essential Oils, Not investment related, 8040 Garland Street Lincoln NE 68505, Essential oils and related products, Distributor, 3/1/2016, <1 hour/month, 0 hours during trading hours, Product sales; Farmasi US LLC, 8040 Garland Street Lincoln NE 68505, Personal care products, Beauty Influencer, 6/1/2020, <1 hours/month, 0 hours/month during trading hours, Personal care product sales;

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-27

Designations

• Certified Financial Planner

Other Names

• Samantha Lynne Blackburn
• Samantha Lynne Morava