MA
Michael G. App
BRIDGES INVESTMENT MANAGEMENT
Omaha, NE 68154
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CRD#: 2196553
MA
Professional summary
Michael Graham App, who also goes by Michael App, is a registered financial advisor currently at BRIDGES INVESTMENT MANAGEMENT INC located in Omaha, Nebraska.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 3 firms and has passed the Series 65, Series 6 and Series 52 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael App
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Bridges Trust Company, Investment related, 13333 California St Suite 500, Omaha NE 68154, Trust and wealth management business, Director and Senior Vice President, 08/2017, Dedicated hours subject to shared services agreement with Bridges Investment Management (BIM), Relationship, investment management and board member; (2) Bridges Trust Company of South Dakota, Investment related, 600 Stevens Port Drive #140, Dakota Dunes SD 57049, Non-depository trust company, Director and Senior Vice President, 08/2018, Dedicated hours subject to shared services agreement with BIM, Relationship, investment management and board member; (3) Bridges Private Equity Fund, Investment related, 13333 California St Suite 500 Omaha NE 68154, Private Equity Fund, Chief Financial Officer and Director, 8/2023, 1 hours/month, 1 hours during trading hours, Executive management and investment committee member; (4) American National Bank, Investment related, 8990 West Dodge Road, Omaha NE 68114, Commercial bank, Director, 01/2008, 2 hours/month and during trading hours; Board member; (5) Tetrad Corporation, Investment related, 10340 N 84th St Omaha NE 68122, Private investment company, Director, 01/2022, 2 hours/month and during trading hours; Board member; (6) Hawkins Construction Company, Non-investment related, 2516 Deer Park Blvd, Omaha NE 68105, Construction, Caretaker Board Member, 09/2016, 1 hour/month and during trading hours; Board member; (7) Reizol LLC, Investment related, 6336 John J Pershing Av, Omaha NE 68110, Private investment company, Investor, 10/2012, <1 hour/month, 0 during trading hours, Research; (8) FireTaft LLC, Investment related, 1124 N Happy Hollow Blvd, Omaha NE 68132, Management consulting company with investments in private equity, President, 09/2016, less than 1 hour/month, 0 during trading hours, Owner; (9) YFC, Inc. d/b/a Maha Festival, Non-investment related, 725 North 14th St Omaha NE 68102, 501(C)-3 charitable organization sponsor of music festivals, Treasurer and Advisory Committee Member, 11/2021, 5 hours/month, 0 during trading hours; Service provider coordination, cash management, and communications; (10) Creighton Preparatory High School, Non-investment related, 7400 Western Avenue, Omaha, NE 68114, Finance Committee Member, 7/2024, Less than two hours per month during trading hours, Review investment management results and provide insight to board of directors without discretion and without decision making authority; (10) Saint Pius X / St. Leo Grade School, Non-investment related, 6905 Blondo Street, Omaha, NE 68104, Finance Committee Member, 7/2024, Less than two hours per month during trading hours, Provide school management guidance on tuition, financial operations, budgeting and fundraising.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Graham App's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 22, 2019 - Present
BRIDGES INVESTMENT MANAGEMENT INC
Office #1: 13333 California St Suite 500, Omaha, NE 68154RIA
CRD#: 108028
Omaha, NE
Past
August 8, 2000 - September 27, 2004
MCCARTHY GROUP ASSET MANAGEMENT
RIA
CRD#: 105577
OMAHA, NE
Past
May 9, 1996 - August 17, 2004
MCCARTHY & CO.
BD
CRD#: 18489
OMAHA, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BRIDGES INVESTMENT MANAGEMENT INC
BRIDGES INVESTMENT MANAGEMENT INC | BRIDGES TRUST
CRD#: 108028 / SEC#: 801-57056
RIA
Registered Investment Advisory firm - (12/9/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nebraska(2/22/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BI
BRIDGES INVESTMENT MANAGEMENT INC
BRIDGES INVESTMENT MANAGEMENT INC | BRIDGES TRUST
CRD#: 108028 / SEC#: 801-57056
RIA
Registered Investment Advisory firm - (12/9/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13333 California St Suite 500, Omaha, NE 68154
Mailing Address
Po Box 542021, Omaha, NE 68154-8021
Phone number
(402) 397-4700
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,870 |
| AUM (Assets Under Management) | $ 10,380,538,213 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/13/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 | ||
| 10/27/2022 |
Red Flags
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Company Information
BRIDGES INVESTMENT MANAGEMENT INC
CRD#: 108028Omaha, NE 68154TRUST BUT VERIFY
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