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Andrew Leo Blum

Bridges Investment Management Inc.

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About Andrew Leo Blum

Andrew Blum is an Investment Adviser Representative at Bridges Investment Management Inc. Andrew is registered with the state of Nebraska and has been in the industry since February 2023. Andrew is also employed by Bridges Trust Company as a Client Service Associate. Andrew holds a Series 65 license and has a degree from Northwest Missouri State University. Andrew's primary focus is on providing financial planning, securities research, and portfolio management for individuals, families, corporations, investment companies, and pooled investment vehicles.

Firm Information

Andrew Blum is currently registered with Bridges Investment Management Inc.. Bridges Investment Management Inc. is an investment advisor based in Omaha, NE, with over $9.8 billion in regulatory assets under management. They provide a range of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. They cater to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, investment companies, and pooled investment vehicles.
Bridges Investment Management Inc.

13333 CALIFORNIA ST

OMAHA, NE 68154

$9.88B

Assets Under Management

25

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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securities research services

Securities research services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting

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Andrew Blum’s Registration & Firm History

NE

06/29/2023 - Present

Bridges Investment Management Inc. (OMAHA NE)

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Licenses & Designations

IA

Issued 06/29/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Leo Blum.
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