Michael App (CRD# 2196553) is an Investment Advisor Representative working at Bridges Investment Management Inc. in Omaha, NE and has over 4 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 3017989
Ubs Financial Services Inc.
CRD# 5297231
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bridges Investment Management, Inc. | Omaha, NE | Aug 2017 - Current | 5 |
| Self-employed Consultant At Firetaft, LLC | Omaha, NE | Jun 2016 - Aug 2017 | 1 |
| West Partners | Carlsbad, CA | Feb 2015 - Jun 2016 | 1 |
| Lozier Corporation | Omaha, NE | Sep 2004 - Jan 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- NE
-
Total Assets Under Management7,550MILLIONS
-
Total Number of Accounts2,277ACCOUNTS
-
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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