Brett R. Lindstrom

BRIDGES INVESTMENT MANAGEMENT

Omaha, NE 68154

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CRD#: 4208643

Professional summary

Brett Robert Lindstrom is a registered financial advisor currently at BRIDGES INVESTMENT MANAGEMENT INC located in Omaha, Nebraska.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brett has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

BRIDGES TRUST COMPANY, INVESTMENT RELATED, 13333 CALIFORNIA STREET SUITE 500 OMAHA NE 68154, TRUST AND WEALTH MANAGEMENT BUSINESS, CONSULTANT, 7/2025, 5 HRS/MTH, 2 HRS/MTH DURING TRADING HOURS, BUSINESS DEVELOPMENT AND STRATEGIC PLANNING; BRETT LINDSTROM FOR CONGRESS, NON-INVESTMENT RELATED, 2465 CENTREVILLE RD STE J17-714 HERNDON VA 20171, CANDIDACY FOR US HOUSE OF REPRESENTATIVES, CANDIDATE, 7/2025, 40 HRS/MTH INCREASING COMENSURATE WITH CAMPAIGN OBLIGATIONS, 10 HRS/MTH DURING TRADING HOURS INCREASING COMENSURATE WITH CAMPAIGN OBLIGATIONS, CANDIDATE FOR US HOUSE OF REPRESENTATIVES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Robert Lindstrom's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 29, 2022 - Present

BRIDGES INVESTMENT MANAGEMENT INC

Office #1: 13333 California St Suite 500, Omaha, NE 68154

RIA

CRD#: 7556

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".

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

General Securities Representative Examination

Current Firm

BRIDGES INVESTMENT MANAGEMENT INC

BRIDGES INVESTMENT MANAGEMENT INC | BRIDGES TRUST

CRD#: 108028 / SEC#: 801-57056

RIA

Registered Investment Advisory firm - (12/9/1999 Approved)

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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

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (3/31/2025)

ADV PART 2A BROCHURE (3/31/2025)

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	Cover Page	Report
12/20/2024	Cover Page	Report
11/28/2023	Cover Page	Report
10/27/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brett R. Lindstrom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Robert Lindstrom's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

BRIDGES INVESTMENT MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2005

Series 63

Date: 11/30/2004

SIE

Date: 10/1/2018

Series 31

Date: 12/8/2004

Series 7

Date: 9/17/2004

Current Firm

BRIDGES INVESTMENT MANAGEMENT INC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRIDGES INVESTMENT MANAGEMENT INC

TRUST BUT VERIFY

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