Rachel Ann Bullerjahn
Investment adviser representative at Bridges Investment Management Inc
11 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
11 years in the industry.
- Bridges Investment Management, Inc.Jul 2024 to now
- GallupMay 2023 to Jul 2024
- Creighton University AthleticsJan 2023 to May 2024
- Cornerstone Wealth Advisors Inc.May 2022 to Aug 2022
- Creighton UniversityAug 2020 to May 2024
- GoodwillSep 2019 to Aug 2021
- Pewaukee High SchoolOct 2018 to Jun 2019
- Hamilton High SchoolSep 2015 to Oct 2018
Exams passed
- 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
- 7982317
- Firm CRD
- 108028