Role at Bridges Investment Management
- Title on Schedule A
- Executive Vice President
- Control
- Megan Mcmurry is not a control person of Bridges Investment Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Megan Mcmurry has held the filed role since October 2021.
The firm
Form ADV filed 11 September 2026
Career on record
Megan Mcmurry has been registered through Bridges Investment Management since October 2017, and before that through UBS Financial Services Inc..
- – present · 9 yearsOmaha, NE · Adviser representative · Firm CRD 108028
- Passed SIE · 2017
- UBS Financial Services Inc.– · 3 yearsOmaha, NE · Adviser representative · Firm CRD 8174
- Passed Series 7 and Series 66 · 2014
Registrations and exams
Megan Mcmurry has a current investment-adviser registration in Nebraska and Texas and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Nebraska | Investment adviser representative | Approved | 26 October 2017 |
| Texas | Investment adviser representative | Approved | 28 January 2020 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 October 2014 |
| SIE | Securities Industry Essentials Examination | 12 September 2017 |
| Series 7 | General Securities Representative Examination | 1 October 2014 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Megan Marie Mcmurry
- CRD
- 6377544
- Registration status
- Investment adviser registration
- Office
- 13333 CALIFORNIA ST, SUITE 500, Omaha, NE 68154
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Megan Mcmurry work?
Megan Mcmurry has been Executive Vice President of Bridges Investment Management Inc since October 2021.
Is Megan Mcmurry a financial advisor?
Yes. Megan Mcmurry has a current investment-adviser registration in Nebraska and Texas, through Bridges Investment Management since October 2017, as of 18 October 2026.
How many years of experience does Megan Mcmurry have?
Megan Mcmurry has worked in the financial industry for 11 years as of 18 October 2026, counted from 12 November 2014, across 2 adviser firms.
What exams has Megan Mcmurry passed?
Megan Mcmurry has passed 3 licensing exams: the Series 7, Series 66 and SIE. The earliest, the Series 7, was passed in October 2014.
Where did Megan Mcmurry work before Bridges Investment Management?
Before Bridges Investment Management, Megan Mcmurry was registered through UBS Financial Services Inc., October 2014 to September 2017.
Where is Megan Mcmurry based?
Megan Mcmurry’s registered office is in Omaha, NE.
Leadership at Bridges Investment Management
- Nicholas WilwerdingChief Executive Officer, President, Chairman, Director
- Michael AppSenior Vice President, & Director
- Riley HickmanChief Operating Officer, Executive Vice President, Director
- Jack HolmesChief Investment Officer, Senior Vice President, Director
- Marietta LuellenExecutive Vice President
- Douglas PlahnSenior Vice President & Director
- Robert BaldiChief Compliance Officer and Secretary
- Pamela SchulteTreasurer and Director of Finance