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FIRST NATIONAL ADVISERS, LLC

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

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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 StatusApproved
Firm CRD#277146
SEC#801-103473
Assets Managed by Firm$6,237,040,948
No. of Clients4052
No. of Advisors37

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 ClientsAUM
Firm Total4052$6,237,040,948
Individuals (other than high net worth individuals)1007$244,971,778
High net worth individuals249$812,715,143
Charitable organizationsFewer than 5 clients$53,155
Corporations or other businesses28$15,272,961

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