Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Richard Plahn is a financial advisor with Bridges Investment Management Inc. Douglas is a Chartered Financial Analyst and has been in the industry since January 2007. Douglas is registered with the state of Nebraska as an Investment Advisor Representative. Douglas is also registered with the state of Texas as an Investment Advisor Representative. Douglas has a Series 65 license. Douglas has experience working with clients in the following areas: individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, charitable organizations, investment companies, pension and profit-sharing plans, and pooled investment vehicles. Douglas also provides a variety of advisory services including financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting, educational seminars, publication of periodicals, and selection of other advisors.
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
01/28/2020 - Present
Bridges Investment Management Inc. (OMAHA NE)
IA
Issued 07/24/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Douglas Plahn is the right advisor for you? Invested Better is here to help.
