FIRST NATIONAL ADVISERS, LLC

14010 Fnb Parkway
Suite 200
Omaha, Nebraska 68154
Tel: 866-320-3563

About FIRST NATIONAL ADVISERS, LLC

FIRST NATIONAL ADVISERS, LLC, formally registered with the SEC as FIRST NATIONAL ADVISERS, LLC. The firm was established in 08/07/2015. They have over 4 offices throughout the country.

FIRST NATIONAL ADVISERS, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $6,237,040,948 assets under management, offering retirement planning & investment advisory services to 4052 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	277146
SEC#	801-103473
Assets Managed by Firm	$6,237,040,948
No. of Clients	4052
No. of Advisors	37

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4052	$6,237,040,948
Individuals (other than high net worth individuals)	1007	$244,971,778
High net worth individuals	249	$812,715,143
Charitable organizations	Fewer than 5 clients	$53,155
Corporations or other businesses	28	$15,272,961

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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37
AVIOR WEALTH MANAGEMENT, LLC 14301 First National Bank Parkway, Suite 410 Omaha, NE, 68154	$5,083,670,234	4385	201

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