Daniel Walker (CRD# 5959940) is an Investment Advisor Representative working at Bridges Investment Management Inc. in Omaha, NE and has over 12 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 Inc. | Omaha, NE | Aug 2022 - Current | 1 |
Bridges Investment Management Inc. | Omaha, NE | May 2019 - Aug 2022 | 3 |
Weitz Securities, Inc. | Omaha, NE | Jul 2015 - May 2019 | 3 |
Weitz Investment Management, Inc. | Omaha, NE | Jul 2015 - May 2019 | 3 |
Alps Distributors, Inc. | Denver, CO | Nov 2011 - Jun 2015 | 3 |
Heartland Advisors | Milwaukee, WI | Jun 2011 - Jun 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- NE
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Total Assets Under Management7,550MILLIONS
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Total Number of Accounts2,277ACCOUNTS
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Average Account Value$3,315,694
- 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 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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