America First Investment Advisors LLC

America First Investment Advisors LLC (CRD# 106984) is a financial advisory firm headquartered in Omaha, NE. They manage $271,665,015 in 594 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • Total Number of Accounts
    594
    ACCOUNTS
  • Average Account Value
    $457,349
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, IA, ID, IL, KS, LA, MI, MN, MO, MT, ND, NE, NM, NV, NY, OK, OR, SD, TX, UT, WA, WI

Financial Advisors at America First Investment Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Eric M. Ball
CRD#: 1300604
10050 Regency Circle, Suite 515, Omaha, NE 68114
96
Wealthminder
score

Eric Ball (CRD# 1300604) is an Investment Advisor Representative working at America First Investment Advisors LLC in Omaha, NE and has over 21 years of experience in the finance industry.

2
Barry W. Dunaway
CRD#: 2670445
10050 Regency Circle, Suite 515, Omaha, NE 68114
96
Wealthminder
score

Barry Dunaway (CRD# 2670445) is an Investment Advisor Representative working at America First Investment Advisors LLC in Omaha, NE and has over 15 years of experience in the finance industry.

3
Matthew J. Holloway
CRD#: 5414800
10050 Regency Circle, Suite 515, Omaha, NE 68114
96
Wealthminder
score

Matthew Holloway (CRD# 5414800) is an Investment Advisor Representative working at America First Investment Advisors LLC in Omaha, NE and has over 10 years of experience in the finance industry. Matthew Holloway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Katerina M. Wiese
CRD#: 5254740
10050 Regency Circle, Suite 515, Omaha, NE 68114
96
Wealthminder
score

Katerina Wiese (CRD# 5254740) is an Investment Advisor Representative working at America First Investment Advisors LLC in Omaha, NE and has over 10 years of experience in the finance industry. Katerina Wiese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David A. Guthrie
CRD#: 1705634
10050 Regency Circle, Suite 515, Omaha, NE 68114
93
Wealthminder
score

David Guthrie (CRD# 1705634) is an Investment Advisor Representative working at America First Investment Advisors LLC in Omaha, NE and has over 9 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.