MM
Megan M. Mcmurry
BRIDGES INVESTMENT MANAGEMENT
Omaha, NE 68154
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CRD#: 6377544
MM
Professional summary
Megan Marie Mcmurry, CFP®, who also goes by Megan Mcmurry, Megan Marie Pleak, is a registered financial advisor currently at BRIDGES INVESTMENT MANAGEMENT INC located in Omaha, Nebraska.
Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Megan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Megan Mcmurry | Megan Marie Pleak
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 CO, INVESTMENT RELATED, 13333 CALIFORNIA ST SUITE 500 OMAHA NE 68154, TRUST COMPANY, EXECUTIVE VICE PRESIDENT, 9/17, 40 HRS/MTH, 30/TRADING HRS, RELATIONSHIP MANAGEMENT; FINANCIAL PLANNING ASSOCIATION OF NEBRASKA, NOT INVESTMENT RELATED, PO BOX 24133 OMAHA NE 68124, PROFESSIONAL ORGANIZATION FOR CERTIFIED FINANCIAL PLANNERS, MEMBER, 5/19, <1 HR/MTH, <1/TRADING HRS, MEMBER PARTICIPATION; ACCOUNTING & FINANCIAL WOMENS ALLIANCE, NOT INVESTMENT RELATED, 2365 HARRODSBURG RD SUITE A325 LEXINGTON KY 40504, PROFESSIONAL ORGANIZATION FOR ACCOUNTING AND CONTINUING EDUCATION, MEMBER, 3/20, <1 HR/MTH, <1 TRADING HRS, MEMBER PARTICIPATION; OMAHA ESTATE PLANNING COUNCIL, NOT INVESTMENT RELATED, PO BOX 641461 OMAHA NE 68164, PROFESSIONAL ORGANIZATION TO FOSTER THE STUDY EDUCATION AND DISCUSSION OF ESTATE PLANNING, MEMBER, 5/17, <1 HR/MTH, <1 TRADING HRS, MEMBER PARTICIPATION; NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTS, NOT INVESTMENT RELATED, 7435 O STREET SUTIE 100 LINCOLN NE 68510, MEMBER, PROFESSIONAL ORGANIZATION TO FOSTER EDUCATION AND NETWORKING OF PUBLIC ACCOUNTANCY, MEMBER, 11/18, <1 HR/MTH, <1 HR/TRADING HRS, MEMBER PARTICIPATION; AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTING, NOT INVESTMENT RELATED, 220 LEIGH FARM ROAD DURHAM NC 27707, PROFESSIONAL ORGANIZATION TO FOSTER EDUCATION AND ADVOCACY FOR PUBLIC ACCOUNTING, MEMBER, 10/18, <1 HR/MTH, <1 TRADING HRS, MEMBER PARTICIPATION; SALVATION ARMY OF OMAHA, NOT INVESTMENT RELATED, 10755 BURT STREET OMAHA NE 68114, CHARITABLE ORGANIZATION FOCUSING ON MEETING SPECIAL NEEDS INCLUDING BUT NOT LIMITED TO FEEDING PROGRAMS, HOMELESSNESS PREVENTION AND OLDER ADULT SERVICES, EXECUTIVE COMMITTEE AND ADVISORY BOARD MEMBER AND CHAIR OF THE SOCIAL SERVICES COMMITTEE, 4/2022, 1 HR/MTH DURING TRADING HOURS, ASSISTS THE BOARD WITH GOVERNANCE OF THE SALVATION ARMY WESTERN DIVISION;THE KIM FOUNDATION, NOT-INVESTMENT RELATED, 11949 Q ST OMAHA NE 68137, CHARITABLE ORGANIZATION TO SERVE AS A SUPPORT RESOURCE AND COMPASSIONATE VOICE FOR LIVES TOUCHED BY MENTAL ILLNESS AND SUICIDE, BOARD MEMBER,JANUARY 2023, <2 HRS/MONTH, <1 HRS/MONTH DURING TRADING HOURS, BOARD MEMBER.
CRS (Client Relationship Summary) - RIA
Click below to view Megan Marie Mcmurry'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®
CFP®
Start date: 2015
Experience
Current
October 26, 2017 - Present
BRIDGES INVESTMENT MANAGEMENT INC
Office #1: 13333 California St Suite 500, Omaha, NE 68154RIA
CRD#: 108028
Omaha, NE
Past
October 22, 2014 - September 12, 2017
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
OMAHA, NE
Past
October 1, 2014 - September 12, 2017
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
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(10/26/2017)
IAR
Texas(1/28/2020)
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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