Connor Pugno (CRD# 7322583) is an Investment Advisor Representative working at Bridges Investment Management Inc. in Omaha, NE and has over 3 years of experience in the finance industry.
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 | Feb 2024 - Current | < 1 |
| Bridges Investment Management | Omaha, NE | Jan 2018 - Feb 2024 | 6 |
| Westwood Holdings Group | Omaha, NE | Jul 2017 - Jan 2018 | < 1 |
| Extended Travel | Sacramento, CA | May 2017 - Jul 2017 | < 1 |
| Mutual Of Omaha | Omaha, NE | Sep 2016 - May 2017 | < 1 |
| Dundee Venture Capital | Omaha, NE | Apr 2016 - May 2017 | 1 |
| Creighton University | Omaha, NE | Aug 2013 - May 2017 | 3 |
| Union Pacific | Omaha, NE | May 2015 - May 2016 | 1 |
| Brueggers Bagels | Omaha, NE | May 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- 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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