Cole Joseph Mitchell
Investment adviser representative at Bridges Investment Management Inc
10 yearsExperience
1 stateRegistered in
$11.3BFirm assets
26 yearsFirm in business
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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 2023 to now
- Robinhood Markets, IncJun 2022 to Mar 2023
- Robinhood Financial, LLCFeb 2021 to Mar 2023
- TD AmeritradeJan 2020 to Feb 2021
- Cline Williams Law FirmAug 2019 to Jan 2020
- TD AmeritradeMay 2019 to Aug 2019
- Cline Williams Law FirmJan 2017 to May 2019
- University of Nebraska-lincolnAug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
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
- 7120128
- Firm CRD
- 108028