Unclaimed Profile

Patricia Sarah Rohloff

BRIDGES INVESTMENT COUNSEL INC·OMAHA, Nebraska

SIE, Series 7, Series 7TO, Series 63, Series 65Clean record28 years registeredBRIDGES INVESTMENT COUNSEL INC

8401 WEST DODGE ROAD, OMAHA, NE 68114-3453CRD# 2482471Firm CRD# 105692

Profile Verification

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

Identity

Patricia Sarah Rohloff · OMAHA, NE

Registration

CRD #2482471 · BRIDGES INVESTMENT COUNSEL INC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRIDGES INVESTMENT COUNSEL INC

BELLWETHER WEALTH

Nov 2021 – Sep 2022

LINCOLN, NE

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2020 – Nov 2021

Omaha, NE

WELLS FARGO CLEARING SERVICES, LLC

Jun 2018 – Jan 2019

OMAHA, NE

BRIDGES INVESTMENT MANAGEMENT INC

Feb 2000 – Mar 2018

OMAHA, NE

BRIDGES INVESTMENT COUNSEL INC

Feb 1998 – Aug 2017

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · February 9, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGES INVESTMENT COUNSEL INC

CRD 105692 · SEC 801-3153

AUM

$733M

Regulatory assets under management

Employees

540 client accounts

Services offered by BRIDGES INVESTMENT COUNSEL INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BRIDGES INVESTMENT COUNSEL INC →

Introduction

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Frequently Asked Questions

What services does Patricia Sarah Rohloff offer?

Patricia Sarah Rohloff specializes in Investment Management, Wealth Management.

What are Patricia Sarah Rohloff's credentials?

Patricia Sarah Rohloff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Sarah Rohloff located?

Patricia Sarah Rohloff is based in OMAHA, Nebraska, last registered with BRIDGES INVESTMENT COUNSEL INC.

How does Patricia Sarah Rohloff charge for services?

Patricia Sarah Rohloff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGES INVESTMENT COUNSEL INC?

BRIDGES INVESTMENT COUNSEL INC has approximately 1 employees and manages $733M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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