Michael
App

Bridges Investment Management Inc

CRD#2196553
Investment Advisor
in Omaha, NE

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About this Advisor

Michael App is a financial advisor operating out of Omaha, Nebraska with 4 years of industry experience. App is an employee of Bridges Investment Management Inc. The advisor has gained experience at Bridges Investment Management, Inc, West Partners, Self-Employed Consultant At Firetaft, LLC and Lozier Corporation. App has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Nebraska. Bridges Investment Management Inc is an advisory firm that has its headquarters in Omaha, NE. It controls $8 billion in total assets among its 2,277 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 111 charitable organizations. Of its 2,277 client accounts, 37% are held by high-net-worth clients who have greater than $1 million in investable assets. Bridges Investment Management Inc performs a diverse array 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 charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Bridges Investment Management Inc may include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

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

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

$7,549,835,558

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

75

NE Average: 226
Total Number of Accounts

2,277

NE Average: 7,467
Average Account Size

$3,315,694

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 businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Michael App Work History

Michael has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

Bridges Investment Management, Inc

2016 - 2017 (1 year)

Self-Employed Consultant At Firetaft, LLC

2015 - 2016 (1 year)

West Partners

2004 - 2015 (11 years)

Lozier Corporation

*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 Michael App 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

Justine Walker
Omaha, NE
Jillian Ylo
Omaha, NE
Daniel Walker
Omaha, NE
Jack Holmes
Omaha, NE
Sarah Murray
Omaha, NE
Brett Lindstrom
Omaha, NE
Connor Pugno
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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