NW
Nicholas A. Wilwerding
BRIDGES INVESTMENT MANAGEMENT
Omaha, NE 68154
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CRD#: 5178185
NW
Professional summary
Nicholas Alan Wilwerding is a registered financial advisor currently at BRIDGES INVESTMENT MANAGEMENT INC located in Omaha, Nebraska.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nicholas has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 6 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 ST SUITE 500 OMAHA NE 68154, TRUST COMPANY, CHIEF EXECUTIVE OFFICER, PRESIDENT AND DIRECTOR, 20 HRS/MONTH, 20 HRS/MONTH DURING TRADING HOURS, BOARD OF DIRECTORS, EXECUTIVE AND RELATIONSHIP MANAGEMENT. BRIDGES TRUST COMPANY OF SOUTH DAKOTA, INVESTMENT-RELATED, 600 STEVENS PORT DRIVE SUITE 140 DAKOTA DUNES SD 57049, TRUST COMPANY, CHIEF EXECUTIVE OFFICER PRESIDENT CHIEF OPERATING OFFICER DIRECTOR, 7 HRS/MONTH, 7 HRS/MONTH DURING TRADING HOURS, BOARD OF DIRECTORS, EXECUTIVE AND RELATIONSHIP MANAGEMENT. BRIDGES PRIVATE EQUITY FUND, INVESTMENT RELATED, 13333 CALIFORNIA ST SUITE 500 OMAHA NE 68154, PRIVATE EQUITY FUND, PRESIDENT DIRECTOR AND INVESTMENT COMMITTEE MEMBER, 8/2023, 5 HRS/MONTH, 5 HRS/MONTH DURING TRADING HOURS, EXECUTIVE AND INVESTMENT MANAGEMENT; BRIDGES PHILANTHROPIC FUND, INVESTMENT RELATED, 13333 CALIFORNIA ST SUITE 500 OMAHA NE 68154, DONOR ADVISED FUND 501(C)-3 CHARITABLE ORGANIZATION, PRESIDENT & BOARD DIRECTOR, 3/2025, 5 HRS/MONTH, 5 HRS/MONTH DURING TRADING HOURS, EXECUTIVE MANAGEMENT AND BOARD PARTICIPANT; CREIGHTON UNIVERSITY ENDOWMENT INVESTMENT COMMITTEE, INVESTMENT-RELATED, 2500 CALIFORNIA PLAZA OMAHA NE 68178, 8/2019, 1 HR/MONTH, 1 HR/MONTH DURING TRADING HOURS, INVESTMENT SUBCOMMITTEE MEMBER. MADONNA REHABILITATION HOSPITAL, NON-INVESTMENT-RELATED, 5401 SOUTH STREET LINCOLN NE 68506, HOSPITAL PROVIDING HEALTHCARE SERVICES, BOARD DIRECTOR, OCTOBER 2022, 2 HRS/MONTH, 2 HRS/MONTH DURING TRADING HOURS, BOARD MEMBER PROVIDING GOVERNANCE OVERSIGHT TO THE CEO. MARIAN HIGH SCHOOL, NON-INVESTMENT-RELATED, 7400 MILITARY AVE OMAHA NE 68134, EDUCATION, BOARD OF TRUSTEES MEMBER, AUGUST 2023, 2 HRS/MONTH, 0 HRS/MONTH DURING TRADING HOURS, ADVISE BOARD ON MATTERS RELATED TO THE INSTITUTION.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Alan Wilwerding'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 10, 2018 - Present
BRIDGES INVESTMENT MANAGEMENT INC
Office #1: 13333 California St Suite 500, Omaha, NE 68154RIA
CRD#: 108028
Omaha, NE
Past
January 18, 2011 - December 31, 2017
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
OMAHA, NE
Past
February 2, 2007 - December 31, 2010
QUASAR DISTRIBUTORS, LLC
BD
CRD#: 103848
PORTLAND, ME
Past
July 14, 2006 - January 22, 2018
WESTWOOD WEALTH MANAGEMENT
RIA
CRD#: 132162
DALLAS, TX
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(2/10/2018)
IAR
Texas(1/28/2020)
Exams
State Security Law Exam
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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