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 registered investment adviser organized as an LLC and operating since 2019. The firm positions itself as a capital allocator for both individual/family and institutional clients, operating primarily on a percentage-of-AUM fee model. Core advisory services reported include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The adviser is affiliated with an insurance company and does not identify as an active ESG investor or a multi-state adviser.