BG
Blake A. Gunderson
BRIDGES INVESTMENT MANAGEMENT
Omaha, NE 68154
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CRD#: 7540755
BG
Professional summary
Blake Allen Gunderson, who also goes by Blake Gunderson, is a registered financial advisor currently at BRIDGES INVESTMENT MANAGEMENT INC located in Omaha, Nebraska.
Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Blake has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Blake Gunderson
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 Company, Officer, June 2024, 20 hours/month, 20 hours during trading hours, relationship management; Gunderson's, Non-investment related, 4830 Sargeant Road Sioux City IA 51006, Jewelry Store, Minority Owner, August 2015, 5 hours/month, 0 hours during trading, Minority owner; Bison LLC, Non-investment related, 828 Crown Point Ave Omaha NE 68110, Property and equipment ownership, Minority owner since August 2015, <5 hours per month, 0 hours during trading hours, Minority owner.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Allen Gunderson'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
July 5, 2024 - Present
BRIDGES INVESTMENT MANAGEMENT INC
Office #1: 13333 California St Suite 500, Omaha, NE 68154RIA
CRD#: 108028
Omaha, NE
Past
May 20, 2022 - July 1, 2024
ALLIANCEBERNSTEIN L.P.
RIA
CRD#: 108477
MINNEAPOLIS, MN
Past
May 4, 2022 - July 1, 2024
SANFORD C. BERNSTEIN & CO., LLC
BD
CRD#: 104474
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(7/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/4/2022
General Securities Representative ExaminationGeneral 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
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.
Company Information
BRIDGES INVESTMENT MANAGEMENT INC
CRD#: 108028Omaha, NE 68154TRUST BUT VERIFY
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