Unclaimed
Blake Gunderson is a registered Investment Advisor Representative with Bridges Investment Management Inc. based in Omaha, NE. Blake has been in the industry since 2022 and has held prior positions at Sanford C. Bernstein & Co., LLC and U.S. Bank, among others. Blake's experience spans multiple financial sectors, including investment management, banking, and government. He has earned the Series 7, SIE and Series 66 licenses and has a strong track record of success in the financial industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Securities research services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting
1
2
NE
07/05/2024 - Present
Bridges Investment Management Inc. (OMAHA NE)
NE
05/04/2022 - 07/01/2024
SANFORD C. BERNSTEIN & CO., LLC (Omaha NE)
BOTH
Issued 05/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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