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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

BRIDGES INVESTMENT COUNSEL INC

CRD 105692

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:c49b3d36-999f-6595-53ef-1411e46e91ea

Data as of Sep 27, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Sep 27, 2017
9 observations

Across DFX

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.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $733MItem 5.F on the latest filing (2017-09-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $666M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Accounts: 540
Custody, client assets: $0
SEC number: 801-3153
CRD: 105692
Filings on the tape: 9
First filed: Mar 30, 2012
Latest filed: Sep 27, 2017
Organised: Corporation, Nebraska

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRIDGES II, EDSON, LOWELL	PRESIDENT, CEO, DIRECTOR & CHIEF COMPLIANCE OFFICER	E	yes	12/2006	Mar 30, 2012	Sep 27, 2017
BRIDGES III, EDSON, LOWELL	EXECUTIVE VICE PRESIDENT, DIRECTOR	Na	yes	02/1992	Mar 30, 2012	Sep 27, 2017
BRIDGES, ROBERT, WILSON	Director	Na	no	11/2006	Mar 30, 2012	Sep 27, 2017
BRIDGES, SALLY, SVESKA	Director	Na	no	01/1963	Mar 30, 2012	Sep 27, 2017
DODGE, NANCY, K	SENIOR VICE PRESIDENT	Na	no	03/2006	Mar 30, 2012	Sep 27, 2017
GRANT, DEBORAH, LEE	SENIOR VICE PRESIDENT	Na	no	10/1998	Mar 30, 2012	Sep 27, 2017
KIRKPATRICK, BRIAN, MICHAEL	SENIOR VICE PRESIDENT	Na	no	03/2007	Mar 30, 2012	Sep 27, 2017
MASON, MARY, ANN	SENIOR VICE PRESIDENT, TREASURER & SECRETARY	Na	no	03/2006	Mar 30, 2012	Sep 27, 2017
MEYER, BRENT, L.	VICE PRESIDENT	Na	no	06/2004	Sep 27, 2017	Sep 27, 2017
MILES, BRIAN, ROBERT	SENIOR VICE PRESIDENT	Na	no	05/2008	Mar 31, 2014	Sep 27, 2017
PLAHN, DOUGLAS, RICHARD	SENIOR VICE PRESIDENT OF FINANCIAL	Na	no	03/2007	Mar 30, 2012	Sep 27, 2017
ROHLOFF, PATRICIA, SARAH	ASSISTANT TO EVP	Na	no	10/1996	Mar 30, 2012	Sep 27, 2017
STRANIK, KATHLEEN, JOYCE	VICE PRESIDENT	Na	no	03/1997	Mar 30, 2012	Sep 27, 2017
WESTERMAN, SANDRA, J	ASSISTANT TO SVP	Na	no	08/2013	Sep 27, 2017	Sep 27, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRIDGES INVESTMENT MANAGEMENT INC	n/a	Mixed wealth	$11B	N	no	n/a
BRIDGES TRUST COMPANY	n/a	n/a	n/a	N	no	Ne

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 22, 2017	$697M	$616M	13	7	n/a	n/a	n/a
2015	Mar 28, 2016	$688M	$612M	13	7	n/a	n/a	n/a
2014	Mar 30, 2015	$760M	$676M	13	7	n/a	n/a	n/a
2013	Mar 31, 2014	$711M	$632M	13	7	n/a	n/a	n/a
2012	Mar 28, 2013	$619M	$553M	13	7	n/a	n/a	n/a
2011	Mar 30, 2012	$604M	$524M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$733M	$688M	6.4%	$711M	1.0%	1	13	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BRIDGES INVESTMENT ADVISERS	2	Aug 30, 2017	Aug 4, 1999	OMAHA, NE	Team lift out	Other	66.7%

Relationships

Affiliated with (3)

→ BRIDGES INVESTMENT MANAGEMENT INCRegistered adviserother investment adviser
factForm ADV
← MPC WEALTH MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← BRIDGES INVESTMENT ADVISERSRegistered adviserother investment adviser, common control
factForm ADV

Owns (12)

← STRANIK, KATHLEEN, JOYCEOwnerVICE PRESIDENT, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← DODGE, NANCY, KOwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← KIRKPATRICK, BRIAN, MICHAELOwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← MASON, MARY, ANNOwnerSENIOR VICE PRESIDENT, TREASURER & SECRETARY, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← GRANT, DEBORAH, LEEOwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← BRIDGES, ROBERT, WILSONOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← ROHLOFF, PATRICIA, SARAHOwnerASSISTANT TO EVP, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← PLAHN, DOUGLAS, RICHARDOwnerSENIOR VICE PRESIDENT OF FINANCIAL, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← BRIDGES, SALLY, SVESKAOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← MILES, BRIAN, ROBERTOwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Mar 31, 2014 to presentfactForm ADV
← MEYER, BRENT, L.OwnerVICE PRESIDENT, ownership code NA, individual
Sep 27, 2017 to presentfactForm ADV
← WESTERMAN, SANDRA, JOwnerASSISTANT TO SVP, ownership code NA, individual
Sep 27, 2017 to presentfactForm ADV

Controls (2)

← BRIDGES III, EDSON, LOWELLOwnerEXECUTIVE VICE PRESIDENT, DIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← BRIDGES II, EDSON, LOWELLOwnerPRESIDENT, CEO, DIRECTOR & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV

Registered with (3)

← NANCY K DODGEAdvisorregistration: previous registration
Mar 12, 1994 to Aug 30, 2017factForm ADV
← DEBORAH LEE GRANTAdvisorregistration: previous registration
Mar 12, 1994 to Aug 30, 2017factForm ADV
← DOUGLAS RICHARD PLAHNAdvisorregistration: previous registration
Apr 14, 1997 to Aug 30, 2017factForm ADV

Moved with (1)

→ BRIDGES INVESTMENT ADVISERSRegistered adviser2 advisors, team lift out, same day
Aug 30, 2017 to Aug 4, 1999factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c49b3d36-999f-6595-53ef-1411e46e91ea
First observed: Mar 30, 2012
Last observed: Sep 27, 2017 109 months ago
Source families: Federal regulator filings
3 registered feeds 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.

BRIDGES INVESTMENT COUNSEL INC

CRD 105692

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:c49b3d36-999f-6595-53ef-1411e46e91ea

Data as of Sep 27, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRIDGES II, EDSON, LOWELL

PRESIDENT, CEO, DIRECTOR & CHIEF COMPLIANCE OFFICER

yes

12/2006

Mar 30, 2012

Sep 27, 2017

BRIDGES III, EDSON, LOWELL

EXECUTIVE VICE PRESIDENT, DIRECTOR

yes

02/1992

Mar 30, 2012

Sep 27, 2017

BRIDGES, ROBERT, WILSON

Director

11/2006

Mar 30, 2012

Sep 27, 2017

BRIDGES, SALLY, SVESKA

Director

01/1963

Mar 30, 2012

Sep 27, 2017

DODGE, NANCY, K

SENIOR VICE PRESIDENT

03/2006

Mar 30, 2012

Sep 27, 2017

GRANT, DEBORAH, LEE

SENIOR VICE PRESIDENT

10/1998

Mar 30, 2012

Sep 27, 2017

KIRKPATRICK, BRIAN, MICHAEL

SENIOR VICE PRESIDENT

03/2007

Mar 30, 2012

Sep 27, 2017

MASON, MARY, ANN

SENIOR VICE PRESIDENT, TREASURER & SECRETARY

03/2006

Mar 30, 2012

Sep 27, 2017

MEYER, BRENT, L.

VICE PRESIDENT

06/2004

Sep 27, 2017

MILES, BRIAN, ROBERT

SENIOR VICE PRESIDENT

05/2008

Mar 31, 2014

Sep 27, 2017

PLAHN, DOUGLAS, RICHARD

SENIOR VICE PRESIDENT OF FINANCIAL

03/2007

Mar 30, 2012

Sep 27, 2017

ROHLOFF, PATRICIA, SARAH

ASSISTANT TO EVP

10/1996

Mar 30, 2012

Sep 27, 2017

STRANIK, KATHLEEN, JOYCE

VICE PRESIDENT

03/1997

Mar 30, 2012

Sep 27, 2017

WESTERMAN, SANDRA, J

ASSISTANT TO SVP

08/2013

Sep 27, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRIDGES INVESTMENT MANAGEMENT INC

n/a

Mixed wealth

$11B

n/a

BRIDGES TRUST COMPANY

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 22, 2017

$697M

$616M

n/a

2015

Mar 28, 2016

$688M

$612M

n/a

2014

Mar 30, 2015

$760M

$676M

n/a

2013

Mar 31, 2014

$711M

$632M

n/a

2012

Mar 28, 2013

$619M

$553M

n/a

2011

Mar 30, 2012

$604M

$524M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$733M

$688M

6.4%

$711M

1.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BRIDGES INVESTMENT ADVISERS

Aug 30, 2017

Aug 4, 1999

OMAHA, NE

Team lift out

Other

66.7%