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Douglas Richard Plahn

Bridges Investment Management Inc

Omaha, NE

CRD 2482473

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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
TX RA APPROVED 2020-01-28
NE RA APPROVED 2000-02-11
  • TX RA
    APPROVED
    Since 2020-01-28
  • NE RA
    APPROVED
    Since 2000-02-11

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
Bridges Investment Management, Inc. Omaha NE 01/2007 Present
Previous Registrations
  • 1997-04-14 → 2017-08-30
    Bridges Investment Counsel Inc
    Omaha, NE
  • 1999-09-04 → 2013-12-31
    Bridges Investment Advisers
    Omaha, NE
  • 1999-08-04 → 2002-12-31
    Bridges Investment Advisers
    Omaha, NE
  • 1997-04-14 → 2002-12-31
    Bridges Investment Counsel Inc
    Omaha, NE
  • 2000-02-11 → 2002-12-31
    Omaha, NE
Other Businesses

BRIDGES TRUST CO, 13333 CALIFORNIA ST SUITE 500, OMAHA, NE, 68154, SENIOR VICE PRESIDENT, BOARD DIRECTOR AND CHAIRMAN, INVESTMENT-RELATED, 11/1993, 20 HRS/MTH, 16 HRS/MTH DURING TRADING HOURS, PORTFOLIO/RELATIONSHIP MANAGEMENT & BOARD DIRECTOR; BRIDGES TRUST COMPANY OF SOUTH DAKOTA, 600 STEVENS PORT DRIVE SUITE 140, DAKOTA DUNES SD 57049, SENIOR VICE PRESIDENT, BOARD DIRECTOR, TREASURER, AND CHAIRMAN, INVESTMENT RELATED, 01/2019, 1 HR/MTH, 1 HR/MONTH DURING TRADING HOURS, PORTFOLIO/RELATIONSHIP MANAGEMENT & BOARD DIRECTOR; WINSTROM PROPERTIES INC., 9707 NOTTINGHAM DR OMAHA NE 68114, PROPERTY HOLDING/MANAGEMENT CORP, DIRECTOR VICE PRESIDENT TREASURER SECRETARY, NOT INVESTMENT RELATED, 12/2024, 1 HOUR/MONTH, 0 HRS/MONTH DURING TRADING HOURS, ADMINISTRATION; SYDVEST INC., 9707 NOTTINGHAM DR OMAHA NE 68114, PROPERTY HOLDING/MANAGEMENT CORP, DIRECTOR VICE PRESIDENT TREASURER SECRETARY, NOT INVESTMENT RELATED, 12/2024, 1 HOUR/MONTH, 0 HRS/MONTH DURING TRADING HOURS, ADMINISTRATION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-24
  • S65 Uniform Investment Adviser Law Examination
    1997-07-24
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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