Shelby Bruckner (CRD# 6049601) is an Investment Advisor Representative working at Bridges Investment Management Inc. in Omaha, NE and has over 11 years of experience in the finance industry. Shelby Bruckner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Bridges Investment Management | Omaha, NE | Aug 2023 - Current | < 1 |
Bridges Investment Management | Omaha, NE | Jan 2021 - Aug 2023 | 2 |
Equitable Advisors, LLC | New York, NY | Sep 2017 - Dec 2020 | 3 |
Axa Advisors, LLC | New York, NY | Sep 2017 - Jun 2020 | 2 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jul 2016 - Aug 2017 | 1 |
Northwestern Mutual Investment Services, LLC | Omaha, NE | Oct 2012 - Aug 2017 | 4 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2012 - Aug 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2013 |
S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- NE
- TX
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Total Assets Under Management9,146MILLIONS
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Total Number of Accounts2,513ACCOUNTS
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Average Account Value$3,639,445
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, FL, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WY
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