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Kimberly Michelle Hanson

Bridges Investment Management Inc

Omaha, NE

CRD 8041775

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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 2025-03-03
  • NE RA
    APPROVED
    Since 2025-03-03

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
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
  • 01/2016 → 06/2017
    Artisan Partners
    Milwaukee, WI
  • 06/2017 → 01/2024
    Artisan Partners
    Milwaukee, WI
  • 04/2024 → Present
    Omaha, NE
  • 08/2013 → 05/2017
    Marquette University
    Milwaukee, WI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-28
  • S65 Uniform Investment Adviser Law Examination
    2025-02-28
Other Names
  • Kimberly Michelle Lorbert

View on SEC IAPD

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