Brenda Anderson is a registered investment advisor at Bridges Investment Management INC, based in Omaha, NE, with 21 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,801 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,801 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $20.0M0.75%
$20.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.30%

Fees are negotiable based on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

13333 California St, Suite 500, Omaha, NE, 68154

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brenda works as an officer at Bridges Trust Company, opening new accounts. This takes about 10-20% of her time.

Employment History
Current Registrations
Bridges Investment Management INC
August 2020 - Present · 5 yrs 8 mos
Previous Registrations
Quasar Distributors, LLCBroker
March 2022 - December 2023 · 1 yr 9 mos
Wealthplan Partners
January 2020 - December 2021 · 1 yr 11 mos
Wealthplan Partners
January 2020 - July 2020 · 6 mos
Securities America, INC.Broker
December 2019 - April 2020 · 4 mos
Securities America Advisors, INC.
September 2014 - August 2019 · 4 yrs 11 mos
Securities America, INC.Broker
September 2014 - August 2019 · 4 yrs 11 mos
TD Ameritrade, INC.Broker
April 2006 - September 2014 · 8 yrs 5 mos
Amerivest Investment Management, LLC
May 2005 - September 2014 · 9 yrs 4 mos
Ameritrade, INC.Broker
September 2004 - April 2006 · 1 yr 7 mos
State Registrations1 state
NE
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.