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Bridges Investment Management Inc CRD 108028
$11.3B regulatory AUM 34 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13333 California St Suite 500, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-07 |
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 |
|---|---|---|---|---|
| Bridges Investment Management, Inc. | Omaha | NE | 03/2016 | 02/2026 |
| Independent Scentsy Consultant | Omaha | NE | 10/2001 | 12/2022 |
| Bridges Investment Management, Inc. | Omaha | NE | 02/2026 | Present |
Bridges Trust Company, Investment Related, 133333 California Street Suite 500 Omaha NE 68154, Trust Company, Director of Client Service, 1/2023, 40 hours/month, 35 hours/month during trading hours, Manage operations team responsible for providing back and middle office functions; Bridges Trust Company of South Dakota, Investment Related, 600 Stevens Port Drive, Suite 140 Dakota Dunes SD 57049, Trust Company, Director of Client Service, 1/2023, 5 hours/month, 5 hours/month during trading hours, Manage operations team responsible for providing back and middle office functions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-06 |
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