Paul Wickert in

Paul Wickert

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Managing Director at Bridgemark Strategies
📍 Omaha Metropolitan Area, United States

Paul Wickert is a Managing Director at Bridgemark Strategies, specializing in guiding financial advisors through critical transitions like broker-dealer changes and succession planning. A University of Nebraska graduate, he leverages his experience since 2012 to provide a transparent, conflict-free due diligence process for premier advisors.

Outside of work, Paul is a family man who resides in the Omaha area with his wife and three children. He enjoys hiking, golfing, and hunting, and is a fan of the Kansas City Chiefs. He also volunteers as a chapter advisor for his fraternity at the University of Nebraska.

Interesting fact: He recreated a photo with his oldest son at a Chiefs game, eight years after taking the original on the day his son was born.

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Experience
12 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Omaha Metropolitan Area, United States
Personality Overview

How Paul shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Paul cares about

Advisor Transitions
His core role involves consulting financial advisors on navigating broker-dealer changes and evaluating RIA options to find the best fit for their business.
Succession Planning
He actively works on solutions for financial advisors planning their exit strategy, including mergers and acquisitions, to ensure a smooth transition for their clients.
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Career

Work history

10-2022
Managing Director
Bridgemark Strategies
5-2021 - 10-2022
Senior Vice President, Advisor Consulting
Bridgemark Strategies
12-2016 - 4-2021
Regional Vice President
Pacific Life
6-2016 - 11-2016
Senior Internal Wholesaler
Pacific Life
1-2015 - 5-2016
LTC Internal Wholesaler
Pacific Life
In the press

Media appearances

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Education
2007 - 2012
Bachelor of Science (B.S.)
University of Nebraska-Lincoln
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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