Bridges Investment Management Inc logo

Bridges Investment Management Inc

Updated today

Client assets under management

$5,587,386,854

Clients

1,671

45% high-net-worth

Advisors

32

of 79 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

52

Typical

Average account size

$3,343,738

About

Bridges Investment Management, Inc. provides investment management, financial planning, pension consulting and related advisory services to a broad client mix including individuals, families, foundations, corporations, trusts, retirement plans, investment companies, private funds and banking or thrift institution clients. The firm also offers periodic publications and educational workshops as part of its service offerings.

The firm typically establishes an investment policy statement with each client and pursues a generally long-term, fundamental-analysis-driven approach that emphasizes high‑quality securities, diversification and tactical monitoring; Bridges generally prefers discretionary authority to implement and adjust portfolios. For retirement accounts the firm acknowledges ERISA/IRC fiduciary duties when advising on rollovers and incorporates cash-management features (including cash‑sweep arrangements) into account implementation and reporting.

Noteworthy differences from many peers include Bridges’ scale (managing over $11.3 billion as of December 31, 2025) and its close integration with affiliated trust entities and pooled vehicles: it serves as adviser or management company to affiliated vehicles such as the Bridges Private Equity Fund I (a fund‑of‑funds) and the Bridges Investment Fund mutual fund, and provides operational and administrative services to a philanthropic donor-advised vehicle. These affiliated arrangements, default cash‑sweep and referral relationships (for example, certain ELOC referrals) are described in the brochure and create specific conflicts of interest that the firm discloses and says it seeks to manage.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Securities research services

Expertise

Private / alternative investments Options & derivatives strategies

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning sometimes charged as flat fees, negotiated per client.

Percentage

$0 - $5 million: 1.00% $5 million - $20 million: 0.75% $20 million - $50 million: 0.50% $50 million - $100 million: 0.40% > $100 million+: 0.30%

Project-based

Hourly charges reported in SEC Part 1 but no specific rates disclosed in brochure.

Other

Minimum fee: Minimum fees may be imposed but are disclosed and agreed upon in writing prior to institution. Fee-only: Financial planning fees charged as flat fees or included in investment management fees; fees negotiated individually.

Main office location

Bridges Investment Management Inc

13333 California St, Suite 500

Omaha NE 68154, United States

Number of offices

1

Most active in

Alabama · Arizona · California · Colorado · District of Columbia · Florida · Idaho · Illinois · Iowa · Kansas · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew E

CFP®, Series 63, Series 66

Omaha, NE

Bridges Investment Management Inc

Matthew Eglseder is a CFP® with eight years of experience in the financial services industry. He is currently with Bridges Investment Management Inc in Omaha, NE, where he has worked since 2020 following prior roles at RBC Capital Markets and TD Ameritrade. He serves as a director of the Financial Planning Association of Nebraska. Bridges Investment Management provides investment management, financial planning, pension consulting, and educational services to a diverse client base including charitable organizations, corporations, families, and retirement plans. The firm emphasizes a documented investment process focused on fundamental analysis and long-term strategies while offering a range of active and tactical approaches tailored to client goals.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Kimberly H

Series 65

Omaha, NE

Bridges Investment Management Inc

Kimberly Hanson is a financial advisor at Bridges Investment Management Inc with one year of industry experience. She previously worked at Artisan Partners from 2016 to 2024 and has a background that includes a role at Marquette University. Hanson holds a Series 65 credential and is based in Omaha, NE. She also serves as a Client Service Associate at Bridges Trust Company, assisting with account opening and documentation. Bridges Investment Management provides investment management, financial planning, pension consulting, and other services to a diverse client base including charitable organizations, corporations, families, trusts, retirement plans, private funds, and individuals. The firm manages over $11.3 billion in assets and follows a documented process emphasizing long-term investment strategies, fundamental analysis, and asset allocation while offering a range of approaches tailored to client goals.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Brett L

Series 63, Series 65

Omaha, NE

Bridges Investment Management Inc

Brett Lindstrom is a financial advisor with Bridges Investment Management Inc in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior roles include positions at UBS Financial Services and serving eight years in the Nebraska Legislature. Lindstrom is also a candidate for the U.S. House of Representatives. Bridges Investment Management provides investment management, financial planning, and pension consulting services to a diverse client base including families, foundations, corporations, and retirement plans. The firm employs a documented process focused on long-term investment strategies, fundamental analysis, and asset allocation, while also offering active trading and alternative investment management.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Michael A

Series 65

Omaha, NE

Bridges Investment Management Inc

Michael App is a Series 65 credentialed financial advisor with 11 years of industry experience, currently serving at Bridges Investment Management Inc since 2017. He previously worked as a self-employed consultant at Firetaft, LLC, and with West Partners. Outside of his advisory role, he serves as Treasurer and Advisory Committee Member for YFC, Inc., a nonprofit organization sponsoring music festivals, and holds finance-related volunteer advisory positions with local educational institutions. Bridges Investment Management provides investment management, financial planning, pension consulting, securities research, and educational services to a diverse client base including charitable organizations, corporations, families, trusts, retirement plans, and individual investors. The firm employs a documented investment process emphasizing fundamental analysis, asset allocation, and flexibility in strategies to meet client goals, managing over $11.3 billion in client assets.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Connor P

CFA®, Series 65

Omaha, NE

Bridges Investment Management Inc

Connor Pugno is a CFA® charterholder and Series 65 licensed advisor with five years of industry experience. He is currently with Bridges Investment Management Inc, where he has worked since 2018 following prior roles at Westwood Holdings Group, Mutual of Omaha, Dundee Venture Capital, and Union Pacific. Pugno serves as a board member of the Circle Theatre Omaha, a nonprofit organization dedicated to arts and programming. Bridges Investment Management provides investment management, financial planning, pension consulting, and related services to a diverse client base including charitable organizations, corporations, families, trusts, and individual investors. The firm manages over $11.3 billion in assets, following a documented investment process focused on long-term, fundamental analysis and asset allocation, with flexibility for tactical adjustments.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Charles P

Series 65

Omaha, NE

Bridges Investment Management Inc

Charles Pugsley V is a financial advisor at Bridges Investment Management Inc in Omaha, NE, holding a Series 65 designation with several years of experience across financial services and educational institutions. His prior roles include positions at First National Bank of Omaha and Creighton University. Bridges Investment Management, Inc. provides investment management, financial planning, pension consulting, and related advisory services to a diverse client base, employing a long-term, fundamental-analysis-driven investment approach that emphasizes high-quality securities, diversification, and tactical monitoring. The firm manages over $11 billion in assets and works closely with affiliated trust entities and pooled investment vehicles.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Samantha R

CFP®, Series 65

Omaha, NE

Bridges Investment Management Inc

Samantha Rathje is a CFP® professional with four years of industry experience, currently serving at Bridges Investment Management Inc. since 2021. Prior to her financial advisory role, she worked for six years at Lincoln Mattress & Furniture Company. Outside of her advisory work, she is involved in essential oils product sales and personal care product influence. Bridges Investment Management provides comprehensive investment management, financial planning, pension consulting, and related services to a diverse client base including charitable organizations, corporations, families, trusts, retirement plans, and individual investors. The firm manages over $11.3 billion in assets and employs a long-term investment approach based on an investment policy statement, fundamental analysis, and asset allocation, while also utilizing active trading and other strategies when appropriate.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Blake G

Series 66

Omaha, NE

Bridges Investment Management Inc

Blake Gunderson is a financial advisor at Bridges Investment Management Inc. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at AllianceBernstein, U.S. Bank, The First National Bank in Sioux Falls, and the South Dakota Division of Banking. Outside of his advisory work, he is a minority owner of a jewelry store in Sioux City, Iowa. Bridges Investment Management provides investment management, financial planning, pension consulting, and educational services to a diverse client base including charitable organizations, corporations, families, trusts, and individual investors. The firm employs a disciplined, long-term investment approach centered on fundamental analysis and asset allocation, while also offering active trading and private fund management strategies.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Jillian Y

CFP®, Series 66

Omaha, NE

Bridges Investment Management Inc

Jillian Ylo is a CFP® and Series 66-registered advisor at Bridges Investment Management Inc with five years of industry experience. Her background includes roles at The Vanguard Group and work as a public speaker for Chris Molina. Jillian also serves as an officer at Bridges Trust Company, where she is involved in investment research and analysis. Bridges Investment Management provides investment management, financial planning, pension consulting, securities research, and educational workshop services to a diverse client base, including charitable organizations, corporations, families, trusts, retirement plans, and individual investors. The firm manages over $11 billion in assets and follows a documented, long-term investment process emphasizing fundamental analysis and asset allocation while incorporating tactical strategies as appropriate.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Nicholas W

CFA®, Series 63, Series 65

Omaha, NE

Bridges Investment Management Inc

Nicholas Wilwerding is a CFA charterholder with 19 years of experience in the investment industry. He currently serves at Bridges Investment Management Inc, where he has held multiple roles since 2018. Prior to that, he worked at Foreside Fund Services, LLC and Westwood Holdings Group, Inc. Wilwerding is involved in several executive and board roles, including positions with Bridges Trust Company, Bridges Private Equity Fund, and the Creighton University Endowment Investment Committee. He also serves on the boards of Madonna Rehabilitation Hospital and Marian High School. Bridges Investment Management provides investment management, financial planning, pension consulting, and related services to a diverse client base, including charitable organizations, corporations, families, and individual investors. The firm employs a primarily long-term, fundamental analysis approach guided by documented investment policies and offers a range of strategies to meet client goals.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Bryson F

Series 65

Omaha, NE

Bridges Investment Management Inc

Bryson Freeberg is a financial advisor at Bridges Investment Management Inc. with a Series 65 credential and one year of industry experience. His prior work includes roles at Omaha National, Crary Huff Law Firm, and Morningside University. He also performs administrative duties for Bridges Trust Company. Bridges Investment Management serves a diverse client base including charitable organizations, corporations, families, and individual investors. The firm employs a long-term investment approach centered on fundamental analysis, asset allocation, and high-quality securities while permitting tactical adjustments, and offers a range of services such as financial planning, pension consulting, and educational workshops.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Brenda A

Series 66

Omaha, NE

Bridges Investment Management Inc

Brenda Anderson is a financial advisor at Bridges Investment Management Inc with 21 years of industry experience. She holds a Series 66 designation and has worked with firms including Quasar Distributors, LLC and Securities America, Inc. She is also an officer and customer service signatory at Bridges Trust Company. Bridges Investment Management provides investment management, financial planning, pension consulting, and securities research services to a diverse client base including charitable organizations, corporations, families, trusts, and individual investors. The firm manages over $11.3 billion in assets and employs a documented, long-term approach that emphasizes fundamental analysis, asset allocation, and high-quality securities alongside tactical adjustments as appropriate.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Douglas P

CFA®, Series 65

Omaha, NE

Bridges Investment Management Inc

Douglas Plahn is a CFA® charterholder and holds a Series 65 license, with 29 years of industry experience. He has been with Bridges Investment Management Inc. since 2007. Plahn also serves as Senior Vice President, board director, and chairman at Bridges Trust Co. and Bridges Trust Company of South Dakota. Bridges Investment Management, Inc. provides investment management, financial planning, pension consulting, and related advisory services to a diverse client base, including individuals, families, foundations, corporations, and retirement plans. The firm employs a long-term, fundamental-analysis-driven investment approach emphasizing high-quality securities and diversification, and it manages over $11.3 billion in assets as of December 31, 2025.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Daniel P

CFA®, Series 63

Omaha, NE

Bridges Investment Management Inc

Daniel Podpeskar is a CFA® charterholder with three years of industry experience, currently serving at Bridges Investment Management Inc in Omaha, NE. His prior work includes roles at TD Ameritrade, Midwest Housing Equity Group, Insurance Agency Marketing Services, Inc., and Creighton University. He also contributes as a research analyst at Bridges Trust Company on a part-time basis. Bridges Investment Management provides investment management, financial planning, pension consulting, securities research, and educational workshops to a diverse client base including charitable organizations, corporations, families, trusts, and retirement plans. The firm manages over $11 billion in assets and employs a long-term investment approach centered on fundamental analysis, asset allocation, and high-quality securities, while offering a range of strategies tailored to client goals.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
user avatar

Ryan D

CFP®, Series 66

Omaha, NE

Bridges Investment Management Inc

Ryan Decker is a CFP® professional with 11 years of industry experience, currently serving at Bridges Investment Management Inc since 2024. His prior experience includes roles at First Investments & Planning and Raymond James Financial Services Advisors Inc. Outside of his advisory work, he is involved in community service as a member of the Westside Community Schools Bond Oversight Subcommittee and as Director and Treasurer for Go Beyond Nebraska, a nonprofit supporting educational and outdoor programs for underserved youth. Bridges Investment Management serves a diverse client base, including charitable organizations, corporations, families, and individual investors. The firm employs a long-term investment approach guided by client-specific investment policy statements and offers a range of strategies including active trading and private fund management, alongside educational resources and fiduciary services.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
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