Role at Bridges Investment Management
- Title on Schedule A
- Chief Executive Officer, President, Chairman, Director
- Control
- Nicholas Wilwerding is a control person of Bridges Investment Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Nicholas Wilwerding has held the filed role since July 2024.
The firm
Form ADV filed 11 September 2026
Career on record
Nicholas Wilwerding has been registered through Bridges Investment Management since February 2018, and before that through Westwood Wealth Management.
- – present · 9 yearsOmaha, NE · Adviser representative · Firm CRD 108028
- Passed SIE · 2017
- Passed Series 6 and Series 63 · 2007
- Westwood Wealth Management– · 12 yearsDallas, TX · Adviser representative · Firm CRD 132162
- Passed Series 65 · 2006
Registrations and exams
Nicholas Wilwerding has a current investment-adviser registration in Nebraska and Texas and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Nebraska | Investment adviser representative | Approved | 10 February 2018 |
| 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 63 | Uniform Securities Agent State Law Examination | 2 February 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 July 2006 |
| SIE | Securities Industry Essentials Examination | 31 December 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 January 2007 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Nicholas Alan Wilwerding
- CRD
- 5178185
- 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 Nicholas Wilwerding work?
Nicholas Wilwerding has been Chief Executive Officer, President, Chairman, Director of Bridges Investment Management Inc since July 2024, and is a control person of the firm.
Is Nicholas Wilwerding a financial advisor?
Yes. Nicholas Wilwerding has a current investment-adviser registration in Nebraska and Texas, through Bridges Investment Management since February 2018, as of 18 October 2026.
How many years of experience does Nicholas Wilwerding have?
Nicholas Wilwerding has worked in the financial industry for 20 years as of 18 October 2026, counted from 31 July 2006, across 2 adviser firms.
What exams has Nicholas Wilwerding passed?
Nicholas Wilwerding has passed 4 licensing exams: the Series 65, Series 6, Series 63 and SIE. The earliest, the Series 65, was passed in July 2006.
Where did Nicholas Wilwerding work before Bridges Investment Management?
Before Bridges Investment Management, Nicholas Wilwerding was registered through Westwood Wealth Management, July 2006 to January 2018.
Where is Nicholas Wilwerding based?
Nicholas Wilwerding’s registered office is in Omaha, NE.
Leadership at Bridges Investment Management
- 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
- Megan McMurryExecutive Vice President
- Douglas PlahnSenior Vice President & Director
- Robert BaldiChief Compliance Officer and Secretary
- Pamela SchulteTreasurer and Director of Finance