Nickolaus Lee Shannon
Investment adviser representative at Bridges Investment Management Inc
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bridges Investment Management, Inc.Jun 2024 to now
- Osaic Wealth, Inc.Jan 2024 to May 2024
- Woodbury Financial Services IncMar 2023 to Jan 2024
- Ameritas Advisory Services, LLCJun 2022 to Dec 2022
- Ameritas Investment Company, LLCJun 2022 to Dec 2022
- Ameritas Insurance CompanyMay 2022 to Dec 2022
- Insource Financial AdvisorsMay 2022 to Dec 2022
- Pruco Securities, LLC.Nov 2017 to May 2022
- Edward JonesJun 2014 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Bridges Investment Management Inc
$11.3BAssets managed
1,875Clients
31Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6000651
- Firm CRD
- 108028