Overview
Assets Under Management: $413 million
Headquarters: NORTH PLATTE, NE
High-Net-Worth Clients: 3
Average Client Assets: $48 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.53
Average High-Net-Worth Client Assets: $48 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