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FIRST NEBRASKA FINANCIAL SERVICES
FIRST NEBRASKA ADVISORY LLC
CRD 298667 · SEC 801-114691
202 W. 2ND ST., NORTH PLATTE, NE, 69101, United States
Phone
(308) 534-1322
Fax
(308) 534-0437
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$458.0M
Discretionary AUM
$0
Team
7 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 378 | $153.2M |
| High net worth individuals | 85 | $281.5M |
| Pension/profit sharing plans | 11 | $18.7M |
States served
AZ, CA, CO, IL, NE, NM, TX, FL
All web addresses on file
Official SEC filing: View on IAPD