Daniel M Podpeskar
Investment adviser representative at Bridges Investment Management Inc
10 yearsExperience
1 stateRegistered in
CFADesignation
$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.Apr 2019 to now
- TD AmeritradeJul 2018 to Mar 2019
- TD AmeritradeFeb 2018 to May 2018
- Midwest Housing Equity GroupMay 2017 to Feb 2018
- Insurance Agency Marketing Services, IncApr 2016 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 6909159
- Firm CRD
- 108028