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Samantha Lynne Rathje

Bridges Investment Management Inc.

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About Samantha Lynne Rathje

Samantha Lynne Rathje is a Certified Financial Planner and an Investment Advisor Representative registered with Bridges Investment Management Inc. Samantha has over 15 years of experience in the financial services industry, with previous roles at Dana F. Cole & Company, LLP and Lincoln Mattress & Furniture Company. Samantha's specialties include financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Samantha is also a licensed Investment Advisor Representative in Nebraska.

Firm Information

Samantha Rathje is currently registered with Bridges Investment Management Inc.. Bridges Investment Management Inc. is an investment advisor based in Omaha, NE, with over $9.8 billion in regulatory assets under management. They provide a range of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. They cater to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, investment companies, and pooled investment vehicles.
Bridges Investment Management Inc.

13333 CALIFORNIA ST

OMAHA, NE 68154

$9.88B

Assets Under Management

25

Total Clients

30

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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securities research services

Securities research services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting

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Samantha Rathje’s Registration & Firm History

NE

06/07/2021 - Present

Bridges Investment Management Inc. (OMAHA NE)

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Licenses & Designations

IA

Issued 05/27/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Lynne Rathje.
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