DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brett Dale Carson

Bridges Investment Management Incmixed wealthOmaha, NeIA-onlyIAPD 4585590

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Brett Dale Carson

At current firm

0 y

since Feb 12, 2026

In the industry

25 y

since Mar 26, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Bridges Investment Management Inc mixed wealth current
since Feb 12, 2026 · Omaha, Ne
Northwestern Mutual Investment Services,LLC no RAUM
Jun 22, 2023 to Jan 27, 2026 · Omaha, Ne
Carson Group Investing asset manager
Mar 21, 2022 to May 5, 2023 · Omaha, Ne
Cwm, LLC BD affiliated
Sep 26, 2011 to May 5, 2023 · Omaha, Ne
Garp Research & Securities Company unclassified
Feb 22, 2007 to Sep 9, 2011 · Baltimore, Md
Garp Research LLC unclassified
Aug 23, 2001 to Jan 5, 2006 · Towson, Md
Gaineswood Investment Management, Inc. former
Aug 23, 2001 to Sep 9, 2011 · Cockeysville, Md

Moves

a registration end followed by a registration begin elsewhere

Northwestern Mutual Investment Services,LLC to Bridges Investment Management Inc
left Jan 27, 2026, registered Feb 12, 2026 (16 days) · Other
Cwm, LLC to Carson Group Investing
left May 5, 2023, registered Mar 21, 2022 (-410 days) · Other
Carson Group Investing to Northwestern Mutual Investment Services,LLC
left May 5, 2023, registered Jun 22, 2023 (48 days) · Other
Gaineswood Investment Management, Inc. to Garp Research & Securities Company
left Sep 9, 2011, registered Feb 22, 2007 (-1660 days) · Other
Garp Research & Securities Company to Cwm, LLC
left Sep 9, 2011, registered Sep 26, 2011 (17 days) · Other
Garp Research LLC to Gaineswood Investment Management, Inc.
left Jan 5, 2006, registered Aug 23, 2001 (-1596 days) · Other

Signals

Brett Dale Carson left Northwestern Mutual Investment Services,Llc for Bridges Investment Management Inc (registered 2026-02-12)
Jan 27, 2026 · Advisor changed firm · fact
Brett Dale Carson left Carson Group Investing for Northwestern Mutual Investment Services,Llc (registered 2023-06-22)
May 5, 2023 · Advisor changed firm · fact
Brett Dale Carson left Cwm, Llc for Carson Group Investing (registered 2022-03-21)
May 5, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address