Best Investors
Account
Sign in
13333 California St Suite 500, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-28 |
| NE | RA | APPROVED | 2018-02-10 |
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 |
|---|---|---|---|---|
| Westwood Holdings Group, Inc. | Omaha | NE | 12/2010 | 01/2018 |
| Foreside Fund Services, Llc | Omaha | NE | 01/2011 | 01/2018 |
| Bridges Investment Management, Inc. | Omaha | NE | 01/2018 | 05/2021 |
| Bridges Investment Management, Inc. | Omaha | NE | 02/2022 | 01/2024 |
| Bridges Investment Management, Inc. | Omaha | NE | 05/2021 | 02/2022 |
| Bridges Investment Management, Inc. | Omaha | NE | 01/2024 | 07/2024 |
| Bridges Investment Management, Inc. | Omaha | NE | 07/2024 | Present |
BRIDGES TRUST COMPANY, INVESTMENT-RELATED, 13333 CALIFORNIA ST SUITE 500 OMAHA NE 68154, TRUST COMPANY, CHIEF EXECUTIVE OFFICER, PRESIDENT AND DIRECTOR, 20 HRS/MONTH, 20 HRS/MONTH DURING TRADING HOURS, BOARD OF DIRECTORS, EXECUTIVE AND RELATIONSHIP MANAGEMENT. BRIDGES TRUST COMPANY OF SOUTH DAKOTA, INVESTMENT-RELATED, 600 STEVENS PORT DRIVE SUITE 140 DAKOTA DUNES SD 57049, TRUST COMPANY, CHIEF EXECUTIVE OFFICER PRESIDENT CHIEF OPERATING OFFICER DIRECTOR, 7 HRS/MONTH, 7 HRS/MONTH DURING TRADING HOURS, BOARD OF DIRECTORS, EXECUTIVE AND RELATIONSHIP MANAGEMENT. BRIDGES PRIVATE EQUITY FUND, INVESTMENT RELATED, 13333 CALIFORNIA ST SUITE 500 OMAHA NE 68154, PRIVATE EQUITY FUND, PRESIDENT DIRECTOR AND INVESTMENT COMMITTEE MEMBER, 8/2023, 5 HRS/MONTH, 5 HRS/MONTH DURING TRADING HOURS, EXECUTIVE AND INVESTMENT MANAGEMENT; BRIDGES PHILANTHROPIC FUND, INVESTMENT RELATED, 13333 CALIFORNIA ST SUITE 500 OMAHA NE 68154, DONOR ADVISED FUND 501(C)-3 CHARITABLE ORGANIZATION, PRESIDENT & BOARD DIRECTOR, 3/2025, 5 HRS/MONTH, 5 HRS/MONTH DURING TRADING HOURS, EXECUTIVE MANAGEMENT AND BOARD PARTICIPANT; CREIGHTON UNIVERSITY ENDOWMENT INVESTMENT COMMITTEE, INVESTMENT-RELATED, 2500 CALIFORNIA PLAZA OMAHA NE 68178, 8/2019, 1 HR/MONTH, 1 HR/MONTH DURING TRADING HOURS, INVESTMENT SUBCOMMITTEE MEMBER. MADONNA REHABILITATION HOSPITAL, NON-INVESTMENT-RELATED, 5401 SOUTH STREET LINCOLN NE 68506, HOSPITAL PROVIDING HEALTHCARE SERVICES, BOARD DIRECTOR, OCTOBER 2022, 2 HRS/MONTH, 2 HRS/MONTH DURING TRADING HOURS, BOARD MEMBER PROVIDING GOVERNANCE OVERSIGHT TO THE CEO. MARIAN HIGH SCHOOL, NON-INVESTMENT-RELATED, 7400 MILITARY AVE OMAHA NE 68134, EDUCATION, BOARD OF TRUSTEES MEMBER, AUGUST 2023, 2 HRS/MONTH, 0 HRS/MONTH DURING TRADING HOURS, ADVISE BOARD ON MATTERS RELATED TO THE INSTITUTION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 2006-07-13 |
Reach out to this advisor