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Advisor at BRIDGES INVESTMENT MANAGEMENT INC
OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BRIDGES INVESTMENT MANAGEMENT INC | Mixed wealth | Aug 3, 2020 | n/a | yes | OMAHA, NE | Current employment |
| WEALTHPLAN PARTNERS | Independent wealth | Jan 30, 2020 | Dec 21, 2021 | no | OMAHA, NE | Previous registration |
| WEALTHPLAN PARTNERS | Former SEC adviser | Jan 10, 2020 | Jul 10, 2020 | no | OMAHA, NE | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Sep 9, 2014 | Aug 15, 2019 | no | LA VISTA, NE | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | May 6, 2005 | Sep 8, 2014 | no | OMAHA, NE|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHPLAN PARTNERS | BRIDGES INVESTMENT MANAGEMENT INC | Dec 21, 2021 | Aug 3, 2020 | -505 | Firm change after gap | RIA to RIA |
| WEALTHPLAN PARTNERS | WEALTHPLAN PARTNERS | Jul 10, 2020 | Jan 30, 2020 | -162 | Bulk transfer | RIA to RIA |
| SECURITIES AMERICA ADVISORS, INC. | WEALTHPLAN PARTNERS | Aug 15, 2019 | Jan 10, 2020 | 148 | Firm change | Ibd to RIA |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | SECURITIES AMERICA ADVISORS, INC. | Sep 8, 2014 | Sep 9, 2014 | 1 | Firm change | Other |