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HA

Haley Ann Gilbertson

Investment Adviser Representative at Bridges Investment Management Inc

Omaha, NECRD #7859849Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Haley Ann Gilbertson is an investment adviser representative with Bridges Investment Management Inc in Omaha, NE, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Nebraska.

Office

13333 California St, Suite 500
Omaha, NE 68154

Advisors at this office: 30

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Nebraska

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/19/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Bridges Investment Management IncCurrent
1/31/2024 – Omaha, NE

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Bridges Investment Management, Inc.
    Jun 2021 – Sep 2023Omaha, NE
  2. Creighton University
    Aug 2018 – May 2022Omaha, NE
  3. Blaine High School
    Sep 2014 – May 2018Blaine, MN
  4. Dunn Brothers Coffee
    Aug 2016 – Aug 2019Lexington, MN
  5. Victory Links Golf Course
    May 2019 – Sep 2020Blaine, MN
  6. Bridges Investment Management, Inc.
    Feb 2026 – no end date reportedOmaha, NE
  7. Bridges Investment Management, Inc.
    Sep 2023 – Feb 2026Omaha, NE

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Bridges Investment Management Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
30
Offices listed on AdvisorFinder:
1
Main office:
Omaha, NE
SEC file number:
801-57056

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 11, 2026

View full firm profile

Other advisors at Bridges Investment Management Inc

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Haley Ann Gilbertson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Haley Ann Gilbertson (Bridges Investment Management)