Unclaimed
Michael Graham App is a financial advisor with over 25 years of experience. Michael is currently registered with Bridges Investment Management Inc. and is also a director and senior vice president at Bridges Trust Company, a Director and Senior Vice President at Bridges Trust Company of South Dakota, and a member of the board of directors for several other organizations. Michael's prior experience includes working at McCarthy & Co. from 1996 until 2004. Michael has passed the Uniform Investment Adviser Law Examination and the Series 6 and Series 52 exams. Michael provides financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, families, businesses, trusts, foundations, and endowments.
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
02/22/2019 - Present
Bridges Investment Management Inc. (OMAHA NE)
NE
05/09/1996 - 08/17/2004
MCCARTHY & CO. (OMAHA NE)
IA
Issued 02/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/1991
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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