Brett Robert Lindstrom

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

• 09/2010 → 04/2022
  Ubs Financial Services Inc
  Omaha, NE
• 07/2025 → Present
  Bridges Investment Management
  Omaha, NE
• 06/2022 → 09/2022
  Ubs Financial Services Inc.
  Omaha, NE
• 09/2022 → 07/2025
  Bridges Investment Management Inc.
  Omaha, NE
• 01/2015 → 01/2023
  Nebraska Legislature
  Lincoln, NE

Previous Registrations

• 2022-07-01 → 2022-09-23
  Ubs Financial Services Inc.
  Omaha, NE
• 2010-09-30 → 2022-04-25
  Ubs Financial Services Inc.
  Omaha, NE
• 2009-06-01 → 2010-10-06
  Morgan Stanley
  Omaha, NE
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Omaha, NE
• 2005-03-03 → 2007-04-02
  Morgan Stanley Dw Inc.
  Omaha, NE
  Omaha, NE

Other Businesses

BRIDGES TRUST COMPANY, INVESTMENT RELATED, 13333 CALIFORNIA STREET SUITE 500 OMAHA NE 68154, TRUST AND WEALTH MANAGEMENT BUSINESS, CONSULTANT, 7/2025, 5 HRS/MTH, 2 HRS/MTH DURING TRADING HOURS, BUSINESS DEVELOPMENT AND STRATEGIC PLANNING; BRETT LINDSTROM FOR CONGRESS, NON-INVESTMENT RELATED, 2465 CENTREVILLE RD STE J17-714 HERNDON VA 20171, CANDIDACY FOR US HOUSE OF REPRESENTATIVES, CANDIDATE, 7/2025, 40 HRS/MTH INCREASING COMENSURATE WITH CAMPAIGN OBLIGATIONS, 10 HRS/MTH DURING TRADING HOURS INCREASING COMENSURATE WITH CAMPAIGN OBLIGATIONS, CANDIDATE FOR US HOUSE OF REPRESENTATIVES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-01
• S63 Uniform Securities Agent State Law Examination
  2004-11-30