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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Mitchell is a registered investment advisor representative with Bridges Investment Management Inc., based in Omaha, Nebraska. Cole holds a Series 63 and Series 65 licenses and is a registered investment advisor in Nebraska. Cole has experience working with various clients including individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, and pension plans. Prior to joining Bridges Investment Management, Cole worked at Robinhood Financial, LLC. Cole is committed to providing clients with high-quality financial planning and investment management services.
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
06/26/2024 - Present
Bridges Investment Management Inc. (OMAHA NE)
TX
02/19/2021 - 04/03/2023
ROBINHOOD FINANCIAL, LLC (Westlake TX)
NE
08/15/2020 - 02/05/2021
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 06/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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