National Retirement Planning Experts

National Coverage
Local Professionals

FIRST NATIONAL ADVISERS, LLC

14010 Fnb Parkway
Suite 200
Omaha, Nebraska 68154
Tel: 402-602-8441

Need a Financial Advisor?
Compare Vetted Advisors

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 5 offices throughout the country.

FIRST NATIONAL ADVISERS, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $2,420,210,912 assets under management, offering retirement planning & investment advisory services to 1794 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#277146
SEC#801-103473
Assets Managed by Firm$2,420,210,912
No. of Clients1794
No. of Advisors37

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total1794$2,420,210,912
Individuals (other than high net worth individuals)1141$221,365,539
High net worth individuals127$172,032,085
Charitable organizations1$51,899
Corporations or other businesses28$11,912,295

More Retirement Planning firms in Omaha, Nebraska:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
ORION PORTFOLIO SOLUTIONS, LLC
17605 Wright St
Omaha, NE, 68130
$53,283,016,878176366326
SECURITIES AMERICA ADVISORS, INC.
12325 Port Grace Blvd.
La Vista, NE, 68128-8204
$38,163,842,1602002283748
AMERITAS INVESTMENT PARTNERS, INC.
5945 R Street
Lincoln, NE, 68505-3402
$23,108,472,280182350
CWM, LLC
14600 Branch St.
Omaha, NE, 68154
$19,943,561,186969561111
AMERITAS ADVISORY SERVICES, LLC
5900 O Street
Lincoln, NE, 68510
$8,534,798,48435218592

Explore More Retirement Advisors in Omaha, Nebraska