Unclaimed Profile

Nicholas Alan Wilwerding

BRIDGES INVESTMENT MANAGEMENT INC·OMAHA, Nebraska

SIE, Series 6, Series 63, Series 65CFAClean record20 years registeredBRIDGES INVESTMENT MANAGEMENT INC

13333 CALIFORNIA ST, OMAHA, NE 68154CRD# 5178185Firm CRD# 108028

Profile Verification

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

Identity

Nicholas Alan Wilwerding · OMAHA, NE

Registration

CRD #5178185 · BRIDGES INVESTMENT MANAGEMENT INC · 20 years registered

Brand Profile

Not yet started

Career History

BRIDGES INVESTMENT MANAGEMENT INC

Feb 2018 – present

WESTWOOD WEALTH MANAGEMENT

Jul 2006 – Jan 2018

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · July 14, 2006

Years registered · 20

Professional designation · CFA

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 Nicholas Alan Wilwerding offer?

Nicholas Alan Wilwerding specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Nicholas Alan Wilwerding's credentials?

Nicholas Alan Wilwerding holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nicholas Alan Wilwerding located?

Nicholas Alan Wilwerding is based in OMAHA, Nebraska, working with BRIDGES INVESTMENT MANAGEMENT INC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Nicholas Alan Wilwerding charge for services?

Nicholas Alan Wilwerding'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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