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13333 California St Suite 500, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2019-02-22 |
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 |
|---|---|---|---|---|
| Bridges Investment Management, Inc. | Omaha | NE | 08/2017 | Present |
| Self-Employed Consultant At Firetaft, Llc | Omaha | NE | 06/2016 | 08/2017 |
(1) Bridges Trust Company, Investment related, 13333 California St Suite 500, Omaha NE 68154, Trust and wealth management business, Director and Senior Vice President, 08/2017, Dedicated hours subject to shared services agreement with Bridges Investment Management (BIM), Relationship, investment management and board member; (2) Bridges Trust Company of South Dakota, Investment related, 600 Stevens Port Drive #140, Dakota Dunes SD 57049, Non-depository trust company, Director and Senior Vice President, 08/2018, Dedicated hours subject to shared services agreement with BIM, Relationship, investment management and board member; (3) Bridges Private Equity Fund, Investment related, 13333 California St Suite 500 Omaha NE 68154, Private Equity Fund, Chief Financial Officer and Director, 8/2023, 1 hours/month, 1 hours during trading hours, Executive management and investment committee member; (4) Tetrad Corporation, Investment related, 10340 N 84th St Omaha NE 68122, Private investment company, Director, 01/2022, 2 hours/month and during trading hours; Board member; (5) Reizol LLC, Investment related, 6336 John J Pershing Av, Omaha NE 68110, Private investment company, Investor, 10/2012, <1 hour/month, 0 during trading hours, Research; (6) FireTaft LLC, Investment related, 1124 N Happy Hollow Blvd, Omaha NE 68132, Management consulting company with investments in private equity, President, 09/2016, less than 1 hour/month, 0 during trading hours, Owner; (7) YFC, Inc. d/b/a Maha Festival, Non-investment related, 725 North 14th St Omaha NE 68102, 501(C)-3 charitable organization sponsor of music festivals, Treasurer and Advisory Committee Member, 11/2021, 5 hours/month, 0 during trading hours; Service provider coordination, cash management, and communications; (8) Creighton Preparatory High School, Non-investment related, 7400 Western Avenue, Omaha, NE 68114, Finance Committee Member, 7/2024, Less than two hours per month during trading hours, Review investment management results and provide insight to board of directors without discretion and without decision making authority; (9) Saint Pius X / St. Leo Grade School, Non-investment related, 6905 Blondo Street, Omaha, NE 68104, volunteer advisor to the finance committee, 10/2025, Less than an hour per month during trading hours, Provide advisory insight to the school's finance committee; (10) Blue Cross Blue Shield of Nebraska ("BCBS"), Investment-related, 1919 Ak-Sar-Ben Drive, Omaha NE 68106, Health insurance, Outside Investment Committee member, Q1 2026, 4 hours/month during trading hours, Advisory role providing objective guidance and oversight on investment policies, strategies and performance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-21 |
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