Cole Joseph Mitchell

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

• 01/2020 → 02/2021
  Td Ameritrade
  Omaha, NE
• 08/2019 → 01/2020
  Cline Williams Law Firm
  Lincoln, NE
• 05/2019 → 08/2019
  Td Ameritrade
  Omaha, NE
• 01/2017 → 05/2019
  Cline Williams Law Firm
  Lincoln, NE
• 08/2016 → 01/2017
  University Of Nebraska-Lincoln
  Lincoln, NE
• 02/2021 → 03/2023
  Robinhood Financial, Llc
  Southlake, TX
• 06/2022 → 03/2023
  Robinhood Markets, Inc
  Southlake, TX
• 04/2023 → 03/2025
  Bridges Investment Management, Inc.
  Omaha, NE
• 03/2025 → Present
  Bridges Investment Management, Inc.
  Omaha, NE

Other Businesses

Bridges Trust Company, Investment related, 13333 California Street Omaha NE 68154, Trust Company, Client Service Associate, 4/2023, 80 hours/month, 80 hours/month during trading hours, Account maintenance and back office related responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-26
• S63 Uniform Securities Agent State Law Examination
  2020-08-24

Other Names

• Cole Joseph Mitchell
• Cole J Mitchell
• Cole Mitchell
• Cole Mitchell