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RIA / WealthAdvisorChartered Financial Analyst11 years in industry

JACK JOSEPH HOLMES

Advisor at BRIDGES INVESTMENT MANAGEMENT INC

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b5b2a65d-e896-d829-5a1b-88434c3395ab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Feb 10, 2015 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jack Joseph Holmes

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BRIDGES INVESTMENT MANAGEMENT INC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63
First exam: Jan 30, 2015
First registration: Feb 10, 2015
Dual registered: no
Other names: JACK JOSEPH HOLMES|JACK J HOLMES
IAPD individual key: 5052193

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BRIDGES INVESTMENT MANAGEMENT INC	Mixed wealth	Apr 26, 2021	n/a	yes	OMAHA, NE	Current employment
WEALTHPLAN INVESTMENT MANAGEMENT LLC	Independent wealth	Jan 4, 2021	Apr 23, 2021	no	OMAHA, NE	Previous registration
WEALTHPLAN PARTNERS	Independent wealth	Feb 12, 2020	Apr 23, 2021	no	OMAHA, NE	Previous registration
WEALTHPLAN PARTNERS	Former SEC adviser	Feb 10, 2015	Jul 10, 2020	no	OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHPLAN PARTNERS	WEALTHPLAN INVESTMENT MANAGEMENT LLC	Apr 23, 2021	Jan 4, 2021	-109	Firm change after gap	RIA to new firm
WEALTHPLAN INVESTMENT MANAGEMENT LLC	BRIDGES INVESTMENT MANAGEMENT INC	Apr 23, 2021	Apr 26, 2021	3	Firm change	Other
WEALTHPLAN PARTNERS	WEALTHPLAN PARTNERS	Jul 10, 2020	Feb 12, 2020	-149	Bulk transfer	RIA to RIA

Relationships

Registered with (4)

→ BRIDGES INVESTMENT MANAGEMENT INCRegistered adviserregistration: current employment
Apr 26, 2021 to presentfactForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Feb 12, 2020 to Apr 23, 2021factForm ADV
→ WEALTHPLAN INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 4, 2021 to Apr 23, 2021factForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Feb 10, 2015 to Jul 10, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b5b2a65d-e896-d829-5a1b-88434c3395ab
First observed: Feb 10, 2015
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JACK JOSEPH HOLMES

Advisor at BRIDGES INVESTMENT MANAGEMENT INC

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b5b2a65d-e896-d829-5a1b-88434c3395ab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:08 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BRIDGES INVESTMENT MANAGEMENT INC

Mixed wealth

Apr 26, 2021

n/a

yes

OMAHA, NE

Current employment

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Independent wealth

Jan 4, 2021

Apr 23, 2021

OMAHA, NE

Previous registration

WEALTHPLAN PARTNERS

Independent wealth

Feb 12, 2020

Apr 23, 2021

OMAHA, NE

Previous registration

WEALTHPLAN PARTNERS

Former SEC adviser

Feb 10, 2015

Jul 10, 2020

OMAHA, NE

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WEALTHPLAN PARTNERS

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Apr 23, 2021

Jan 4, 2021

-109

Firm change after gap

RIA to new firm

WEALTHPLAN INVESTMENT MANAGEMENT LLC

BRIDGES INVESTMENT MANAGEMENT INC

Apr 23, 2021

Apr 26, 2021

Firm change

Other

WEALTHPLAN PARTNERS

Jul 10, 2020

Feb 12, 2020

-149

Bulk transfer

RIA to RIA