Andrew Blum (CRD# 7771674) is an Investment Advisor Representative working at Bridges Investment Management Inc. in Omaha, NE and has 1 year of experience in the finance industry.
CRD# 5753051
Commonwealth Financial Network
CRD# 2392486
Cwm, LLC
CRD# 4390840
Cherry Creek Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bridges Investment Management, Inc. | Omaha, NE | Feb 2023 - Current | 1 |
| Blum Brothers Construction | Glendwood, IA | Aug 2014 - Feb 2023 | 8 |
| Northwest Missouri State University | Maryville, MO | Aug 2018 - Dec 2022 | 4 |
| Kawasaki Motors Manufacturing Corporation | Maryville, MO | Jun 2022 - Aug 2022 | < 1 |
| Maryville Country Club | Maryville, MO | May 2022 - Jun 2022 | < 1 |
| Mcclains Custom Cabinets | Carson, IA | May 2018 - Jul 2018 | < 1 |
| Glenwood Community High School | Glenwood, IA | Aug 2014 - May 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- NE
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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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