First National Advisers, LLC

First National Advisers, LLC (CRD# 277146) is a financial advisory firm headquartered in Omaha, NE. They manage $6,237,040,948 in 4,052 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
14010 Fnb Parkway, Suite 200, Omaha, NE 68154
https://www.privatewealthreserve.com
By the Numbers
  • Total Assets Under Management
    6,237
    MILLION
  • Total Number of Accounts
    4,052
    ACCOUNTS
  • Average Account Value
    $1,539,250
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, HI, IA, IL, KS, MD, MI, MN, MO, MT, NE, NJ, NM, OH, OR, PR, SD, TX, VT, WA, WY

Financial Advisors at First National Advisers, LLC
Showing 11 - 14 of 14 top financial advisors.
11
Mark Palmesano, financial advisor Omaha NE
Mark Palmesano
CRD#: 7552777
14010 Fnb Parkway, Suite 200, Omaha, NE 68154

Mark Palmesano (CRD# 7552777) is an Investment Advisor Representative working at First National Advisers, LLC in Omaha, NE and has 1 year of experience in the finance industry.

12
Michelle Smithberg, financial advisor Omaha NE
Michelle L. Smithberg
CRD#: 7730102
14010 Fnb Parkway, Suite 200, Omaha, NE 68154

Michelle Smithberg (CRD# 7730102) is an Investment Advisor Representative working at First National Advisers, LLC in Omaha, NE and has 1 year of experience in the finance industry.

13
Kurtis Spieler, financial advisor Fort Collins CO
Kurtis D. Spieler
CRD#: 4813843
205 West Oak Street, 4th Floor, Fort Collins, CO 80521

Kurtis Spieler (CRD# 4813843) is an Investment Advisor Representative working at First National Advisers, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.

14
Scott Summers, financial advisor Omaha NE
Scott Summers
CRD#: 7686779
14010 Fnb Parkway, Suite 200, Omaha, NE 68154

Scott Summers (CRD# 7686779) is an Investment Advisor Representative working at First National Advisers, LLC in Omaha, NE and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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