First Nebraska Financial Services

RIASEC RegisteredEst. 2019

Total AUM

$458M

Discretionary

0% of AUM

Avg account

$469K

Accounts

976

Employees

Advisory reps

Firm details

Headquarters: North Platte, Nebraska
CRD number: 298667
Registered since: February 12, 2019
Website: firstnebraskafinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI61.47%
Individuals33.44%
Pension & Profit Sharing Plans4.08%
Charitable Organizations1.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

First Nebraska Financial Services is an independent, SEC-registered advisory firm organized as a limited liability company. Registered in 2019, the firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, and the selection of external managers, which aligns with its role as a capital allocator. The firm is affiliated with an insurance company and does not identify as an ESG-focused or multi-state adviser.