Overview
Assets Under Management: $413 million
Headquarters: NORTH PLATTE, NE
High-Net-Worth Clients: 77
Average Client Assets: $3 million
Frequently Asked Questions
FIRST NEBRASKA ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298667), FIRST NEBRASKA ADVISORY LLC is subject to fiduciary duty under federal law.
FIRST NEBRASKA ADVISORY LLC is headquartered in NORTH PLATTE, NE.
FIRST NEBRASKA ADVISORY LLC serves 77 high-net-worth clients according to their SEC filing dated July 22, 2025. View client details ↓
According to their SEC Form ADV, FIRST NEBRASKA ADVISORY LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FIRST NEBRASKA ADVISORY LLC manages $413 million in client assets according to their SEC filing dated July 22, 2025.
According to their SEC Form ADV, FIRST NEBRASKA ADVISORY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.10
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 943
Non-Discretionary Accounts: 943
Regulatory Filings
CRD Number: 298667
Filing ID: 1997308
Last Filing Date: 2025-07-22 12:31:00
Website: https://firstnebraskafinancial.com