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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Robert Lindstrom is a registered Investment Advisor Representative. Brett has been in the industry since 2004, working at UBS Financial Services Inc. He joined Bridges Investment Management Inc. in September 2022 and is based in Omaha, NE. Brett holds a Series 63, Series 65, Series 7 and Series 31. He is registered in Nebraska.
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
09/29/2022 - Present
Bridges Investment Management Inc. (OMAHA NE)
NE
07/01/2022 - 09/23/2022
UBS FINANCIAL SERVICES INC. (OMAHA NE)
NE
09/30/2010 - 04/25/2022
UBS FINANCIAL SERVICES INC. (OMAHA NE)
NE
06/01/2009 - 10/06/2010
MORGAN STANLEY SMITH BARNEY (OMAHA NE)
NE
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OMAHA NE)
NE
09/20/2004 - 04/02/2007
MORGAN STANLEY DW INC. (OMAHA NE)
IA
Issued 03/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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