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Brenda Leann Anderson

Bridges Investment Management Inc.

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About Brenda Leann Anderson

Brenda Anderson is a registered investment advisor representative with Bridges Investment Management Inc. Brenda has over 17 years of experience in the financial services industry. Brenda is a licensed investment advisor representative in Nebraska. Brenda has passed the Series 7, Series 24, and Series 66 exams. Brenda holds the following designations: . Brenda provides financial planning services to individuals, corporations, and trusts. Brenda specializes in investment management, portfolio management, and financial planning.

Firm Information

Brenda Anderson 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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Brenda Anderson’s Registration & Firm History

NE

08/03/2020 - Present

Bridges Investment Management Inc. (OMAHA NE)

NE

03/07/2022 - 12/31/2023

QUASAR DISTRIBUTORS, LLC (Omaha NE)

NE

12/23/2019 - 04/15/2020

SECURITIES AMERICA, INC. (OMAHA NE)

NE

09/09/2014 - 08/15/2019

SECURITIES AMERICA, INC. (LAVISTA NE)

NE

04/22/2006 - 09/08/2014

TD AMERITRADE, INC. (OMAHA NE)

NE

09/21/2004 - 04/22/2006

AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 11/10/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brenda Leann Anderson.
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