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Bridges Investment Management Inc CRD 108028
$11.3B regulatory AUM 34 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13333 California St Suite 500, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-03 |
Branch Locations
13333 California St Suite 500, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Artisan Partners | Milwaukee | WI | 01/2016 | 06/2017 |
| Artisan Partners | Milwaukee | WI | 06/2017 | 01/2024 |
| Bridges Investment Management, Inc. | Omaha | NE | 04/2024 | Present |
| Marquette University | Milwaukee | WI | 08/2013 | 05/2017 |
Bridges Trust Company, Investment Related, 13333 California St Suite 500 Omaha NE 68154, Trust Company, Client Service Associate, 4/2024, 40 hours/month during trading hours, 10 hours/month outside trading hours, Assist with account opening and documentation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
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