Unclaimed Profile

Brian Michael Kirkpatrick

BRIDGES INVESTMENT MANAGEMENT INC·OMAHA, Nebraska

Series 65Clean record29 years registeredBRIDGES INVESTMENT MANAGEMENT INC

13333 CALIFORNIA ST, OMAHA, NE 68154CRD# 2280883Firm CRD# 108028

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Michael Kirkpatrick · OMAHA, NE

Registration

CRD #2280883 · BRIDGES INVESTMENT MANAGEMENT INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRIDGES INVESTMENT MANAGEMENT INC

BRIDGES INVESTMENT MANAGEMENT INC

Feb 2000 – Jun 2024

OMAHA, NE

BRIDGES INVESTMENT ADVISERS

Aug 1999 – Dec 2013

OMAHA, NE

BRIDGES INVESTMENT COUNSEL INC

Apr 1997 – Aug 2017

OMAHA, NE

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 14, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGES INVESTMENT MANAGEMENT INC

CRD 108028 · SEC 801-57056

AUM

$9.9B

Regulatory assets under management

Employees

2,646 client accounts

Services offered by BRIDGES INVESTMENT MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRIDGES INVESTMENT MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Brian Michael Kirkpatrick offer?

Brian Michael Kirkpatrick specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Brian Michael Kirkpatrick's credentials?

Brian Michael Kirkpatrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Michael Kirkpatrick located?

Brian Michael Kirkpatrick is based in OMAHA, Nebraska, last registered with BRIDGES INVESTMENT MANAGEMENT INC.

How does Brian Michael Kirkpatrick charge for services?

Brian Michael Kirkpatrick's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGES INVESTMENT MANAGEMENT INC?

BRIDGES INVESTMENT MANAGEMENT INC has approximately 76 employees and manages $9.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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