FIRST NEBRASKA FINANCIAL SERVICES

202 W. 2nd St.
North Platte, Nebraska 69101
Tel: (308) 534-1322

About FIRST NEBRASKA FINANCIAL SERVICES

FIRST NEBRASKA FINANCIAL SERVICES, formally registered with the SEC as FIRST NEBRASKA FINANCIAL SERVICES. The firm was established in 02/12/2019. They have over 1 offices throughout the country.

FIRST NEBRASKA FINANCIAL SERVICES is a North Platte, Nebraska based Financial Planning firm with nearly $357,535,542 assets under management, offering retirement planning & investment advisory services to 896 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298667
SEC#	801-114691
Assets Managed by Firm	$357,535,542
No. of Clients	896
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	896	$357,535,542
Individuals (other than high net worth individuals)	351	$95,653,911
High net worth individuals	82	$240,811,083
Pension and profit sharing plans	14	$17,044,554
Charitable organizations	Fewer than 5 clients	$4,025,994

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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$26,774,389,503	110327	1111
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
AMERITAS ADVISORY SERVICES, LLC 5900 O Street Lincoln, NE, 68510	$10,289,301,520	39033	545
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76

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