Matthew N. Eglseder

BRIDGES INVESTMENT MANAGEMENT

Omaha, NE 68154

Some features on this profile are disabled

CRD#: 6495738

Professional summary

Matthew Nathan Eglseder, CFP®, who also goes by Matthew Eglseder, is a registered financial advisor currently at BRIDGES INVESTMENT MANAGEMENT INC located in Omaha, Nebraska.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Eglseder

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, OFFICER, 1/2021, 5/MTH, 5/TRDG, PORTFOLIO ANALYSIS. FINANCIAL PLANNING ASSOCIATION OF NEBRASKA, INVESTMENT RELATED, PO BOX 24133, OMAHA, NE 68124, DIRECTOR, 2/2022, 3/MTH, 0/TRDG, BOARD PARTICIPATION AND MEETING PREPARATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Nathan Eglseder'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

July 16, 2020 - Present

BRIDGES INVESTMENT MANAGEMENT INC

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

RIA

CRD#: 108028

Omaha, NE

Past

December 7, 2018 - February 19, 2020

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

OMAHA, NE

Past

December 7, 2018 - February 19, 2020

RBC CAPITAL MARKETS, LLC

CRD#: 31194

OMAHA, NE

Past

October 16, 2018 - December 3, 2018

TD AMERITRADE, INC.

RIA

CRD#: 7870

OMAHA, NE

Past

October 16, 2018 - December 3, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Omaha, NE

Past

August 21, 2017 - December 3, 2018

TD AMERITRADE, INC.

CRD#: 7870

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

IAR

Nebraska
(7/16/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/15/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/29/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2017

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Byron Smith

OSAIC WEALTH, INC.

IAR

OMAHA, NE

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew N. Eglseder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Nathan Eglseder's CRS (Customer Relationship Summary).

Certified licenses

Experience

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

BRIDGES INVESTMENT MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2018

Series 63

Date: 8/29/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2017

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

Similar Advisors