Connor
Pugno

Bridges Investment Management Inc

CRD#7322583
Investment Advisor
in Omaha, NE

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About this Advisor

Connor Pugno is a financial advisor based in Omaha, Nebraska, working with Bridges Investment Management Inc. Connor has previously held positions at Bridges Investment Management, Westwood Holdings Group, Mutual Of Omaha, Dundee Venture Capital, Union Pacific, Brueggers Bagels, Creighton University, and Extended Travel. Connor has passed the Series 65 regulatory exam and is registered to provide services in Nebraska. Currently, Connor is part of Bridges Investment Management Inc, which operates out of Omaha, Nebraska. The firm has 72 employees and manages assets totaling $9.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Bridges Investment Management Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

13333 California St Suite 500
Omaha, NE 68154

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Bridges Investment Management Inc Brokerage Details

Total Assets Under Management

$9,145,924,446

NE Average: $1,978,216,465
Total Number of Employees

72

NE Average: 226
Total Number of Accounts

2,513

NE Average: 7,467
Average Account Size

$3,639,445

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Connor Pugno Work History

2024 - Present (1 year)

Bridges Investment Management

2018 - 2024 (6 years)

Bridges Investment Management

2017 - 2018 (1 year)

Westwood Holdings Group

2017 - 2017 (< 1 year)

Extended Travel

2016 - 2017 (1 year)

Mutual Of Omaha

2016 - 2017 (1 year)

Dundee Venture Capital

2015 - 2016 (1 year)

Union Pacific

2014 - 2015 (1 year)

Brueggers Bagels

2013 - 2017 (4 years)

Creighton University

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Disclosures

Please visit the SEC profile of Connor Pugno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bridges Investment Management Inc

John Darwin
Omaha, NE
Clayton Anderson
Omaha, NE
Haley Gilbertson
Omaha, NE
Andrew Blum
Omaha, NE
Matthew Eglseder
Omaha, NE
Daniel Podpeskar
Omaha, NE
Ryan Decker
Omaha, NE
Connor Pugno
Omaha, NE

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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