Bridges Investment Counsel Inc (Omaha)


Bridges Investment Counsel Inc is a large advisory firm based in Omaha. It manages $732.71 million of regulatory assets for 540 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Nebraska.

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Bridges Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and hourly consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bridges Investment Counsel: assets under management

The assets under management (AUM) of Bridges Investment Counsel Inc is $732.71 million. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $666.27 million in discretionary accounts and $66.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.41 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.01 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bridges Investment Counsel Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bridges Investment Counsel Inc

Sally Sveska Bridges has been acting as President since 1 Jan 1963. Sandra J Westerman joined the executive team most recently as the Assistant To Svp.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Sally Sveska Bridges Director 1 Jan 1963 Other 4343620
Edson Lowell Jr Bridges President, director 1 Aug 1970 75% - 100% 2280930
Edson Lowell Bridges President, director 1 Aug 1970 75% - 100% 2280930
Rosemary Lee Teckmeyer Vice president 1 Mar 1983 Other 2280836
Edson Lowell Bridges Iii Executive vice president, director 1 Feb 1992 Other 2280928
Edson Lowell Iii Bridges Executive vice president, director 1 Feb 1992 Other 2280928
Brian Michael Kirkpatrick Analyst 1 Sep 1995 Other 2280883
Patricia Sarah Rohloff Analyst 1 Oct 1996 Other 2482471
Douglas Richard Plahn Analyst 1 Oct 1996 Other 2482473
Patricia Sarah Rahloff Analyst 1 Oct 1996 Other 2482471
Kathleen Joyce Stranik Vice president 1 Mar 1997 Other 2280854
Mary Ann Mason Treasurer / secretary 1 Mar 1998 Other 2280886
Deborah Lee Grant Senior vice president 1 Oct 1998 Other 2280888
Nancy A Klingemann Vice president 1 Oct 1998 Other 2280880
Lilburn Laverne Kelsay Vice president 1 Oct 1998 Other 2865344
Betty Jean Mccan Vice president 1 Oct 1998 Other 2280868
Nancy K Dodge Vice president 1 Oct 1998 Other 2280880
Randall Dewey Greer Senior executive associate 1 Dec 2002 Other 816739
Brian Michael Kirkpatrick Vice president 1 Mar 2004 Other 2280883
Douglas Richard Plahn Vice president 1 Mar 2004 Other 2482473
Randall Dewey Greer Senior vice president 1 Mar 2004 Other 816739
Brent L. Meyer Vice president 1 Jun 2004 Other 6861865
Nancy K Dodge Senior vice president 1 Mar 2006 Other 2280880
Mary Ann Mason Senior vice president, treasurer & secretary 1 Mar 2006 Other 2280886
Betty Jean Mccan Senior vice president 1 Mar 2006 Other 2280868
Robert Wilson Bridges Director 1 Nov 2006 Other 2280922
Edson Lowell Bridges Ii President, director & chief compliance officer 1 Dec 2006 75% - 100% 2280930
Edson Lowell Ii Bridges President, director & chief compliance officer 1 Dec 2006 75% - 100% 2280930
Brian Michael Kirkpatrick Senior vice president 1 Mar 2007 Other 2280883
Douglas Richard Plahn Senior vice president of financial 1 Mar 2007 Other 2482473
Brian Robert Miles Senior vice president 1 May 2008 Other 6318641
Brian Robert Miles Vice president - provident trust company operations 1 Mar 2013 Other 6318641
Sandra J Westerman Assistant to svp 1 Aug 2013 Other 6861869

Based in Omaha

The principal office where Bridges Investment Counsel Inc performs its advisory services is located at 8401 West Dodge Road, Omaha, NE 68114 3453, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-397-4700 or by fax 402-397-8617. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at bridgesinvestmentcounsel.com.