Brenda Leann Anderson

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

• 09/2014 → 08/2019
  Securities America, Inc.
  La Vista, NE
• 09/2014 → 08/2019
  Securities America Advisors
  La Vista, NE
• 12/2019 → 04/2020
  Securities America, Inc.
  Omaha, NE
• 08/2019 → 12/2019
  Unemployed
  Gretna, NE
• 01/2020 → 04/2020
  Wealthplan Partners, Inc.
  Omaha, NE
• 01/2020 → 04/2020
  Wealthplan Partners, Llc
  Omaha, NE
• 04/2020 → Present
  Bridges Investment Management Inc
  Omaha, NE
• 03/2022 → 12/2023
  Quasar Distributors, Llc
  Omaha, NE

Previous Registrations

• 2020-01-30 → 2021-12-21
  Wealthplan Partners
  Omaha, NE
• 2020-01-10 → 2020-07-10
  Wealthplan Partners
  Omaha, NE
• 2014-09-09 → 2019-08-15
  Securities America Advisors, Inc.
  La Vista, NE
• 2005-05-06 → 2014-09-08
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Omaha, NE

Other Businesses

Bridges Trust Company, Investment Related, Omaha, NE, Trust Company, Officer, Customer Service Signatory to open new accounts with custodian, 06/2020, 20 hrs/mo, 20 hrs/trading/mo

Exams

• S66 Uniform Combined State Law Examination
  2004-11-10

Other Names

• Brenda Leann Anderson
• Brenda Leann Heuss
• Brenda Anderson