Nickolaus Shannon is a CFP-designated registered investment advisor at Bridges Investment Management INC, based in Omaha, NE, with 12 years of industry experience. Nickolaus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,801 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Fees are negotiable based on various factors.
Fee Estimator
Location
13333 California St, Suite 500, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nickolaus is an officer at Bridges Trust Company, dedicating about 10-20% of his time to relationship management. He also serves on the boards or committees of several non-profit organizations, including Ronald McDonald House Charities, Salvation Army, Metropolitan Community College Foundation, and Teammates Mentoring Program of Elkhorn, spending minimal time on each.
Employment History
Current Registrations
Bridges Investment Management INC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.