Grant Eldon Coleman

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

• 02/2022 → 05/2024
  Td Ameritrade
  Omaha, NE
• 08/2021 → 05/2024
  University Of Nebraska At Omaha
  Omaha, NE
• 08/2020 → 05/2021
  Lees Summit R-Vii School District
  Lees Summit, MO
• 04/2019 → 06/2021
  Charlies Car Wash
  Lees Summit, MO
• 02/2012 → 04/2019
  Lees Summit R-Vii School District
  Lees Summit, MO
• 05/2024 → 05/2024
  Charles Schwab & Co., Inc.
  Omaha, NE
• 06/2024 → Present
  Bridges Investment Management, Inc.
  Omaha, NE

Other Businesses

Bridges Trust Company, Investment-related business, 13333 California Street Suite 500 Omaha NE 68154, Trust Company, Client Service Associate, 6/10/2024, 20 hours/month during trading hours, Duties include but are not limited to assisting with client onboarding and archiving documentation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-18
• S63 Uniform Securities Agent State Law Examination
  2022-08-09