Deborah
Grant
Bridges Investment Management Inc
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About this Advisor
Deborah Grant is a financial advisor working out of Omaha, Nebraska with a total of 23 years of relevant experience. Grant works at Bridges Investment Management Inc. They have spent the entirety of their employment at Bridges Investment Management Inc. Grant has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Nebraska. Bridges Investment Management Inc is a registered investment company operating out of Omaha, NE. It controls $8 billion in assets under management between its 2,277 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 111 charities and foundations. Of its 2,277 client accounts, 37% are held by high-net-worth clients who have greater than $1 million in assets. Bridges Investment Management Inc has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management usually vary depending on which services are offered. However, fee types charged by Bridges Investment Management Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bridges Investment Management Inc Brokerage Details
$7,549,835,558
75
2,277
$3,315,694
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Deborah Grant Work History
Deborah has been registered as a financial advisor for 23 years.*
Bridges Investment Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Deborah Grant 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
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. 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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