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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Wilwerding is an investment advisor representative at Bridges Investment Management Inc. located in Omaha, NE. Nicholas has been in the industry since 2007 and holds the Series 6, Series 63, and Series 65 licenses. Nicholas has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Nicholas has a strong background in portfolio management and financial planning and offers a variety of services, including portfolio management, financial planning, and educational seminars. Nicholas is also a Chartered Financial Analyst.
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)
NE
01/18/2011 - 12/31/2017
FORESIDE FUND SERVICES, LLC (OMAHA NE)
ME
02/02/2007 - 12/31/2010
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 02/02/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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