Fort Collins, CO Office

Team
Updated today
First National Advisers, LLC logo

First National Advisers, LLC

Multi-team

Firm-wide stats for First National Advisers, LLC

Total advisors

29

Across 4 offices

Clients per advisor

38 Low

Avg AUM per client

$1,508,204 High

HNW client ratio

28% High

About

First National Advisers, LLC provides discretionary investment management to individuals (including high‑net‑worth clients) and a range of institutional clients, using mutual funds, ETFs, fixed income and individual equities. The firm is a wholly‑owned subsidiary of First National Bank of Omaha and reports roughly $7.3 billion in discretionary assets under management while also serving affiliated entities such as FNBO and FNN Trust.

FNA delivers a team‑based Private Wealth Reserve service that emphasizes asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring to implement model portfolios across conservative to aggressive objectives. It distributes its discretionary models through Raymond James advisor platforms, may use affiliated sub‑advisors and proprietary funds, and generally requires certain Private Wealth Reserve assets to be custodied at Raymond James.

Distinctive aspects include the firm’s banking and trust affiliations and its role as sub‑advisor and service provider to affiliated registered investment companies (the Tributary Funds), arrangements that give rise to related‑party compensation the firm discloses and mitigates through uniform selection criteria. FNA also provides investment management support to its bank and trust affiliates, participates in the RJFSA Outside Manager platform, and discloses soft‑dollar and client‑benefit arrangements associated with its custody and trading relationships.

Based on First National Advisers, LLC

Expertise

Wealth management ESG / Sustainable investing Real estate investing

Based on First National Advisers, LLC

Location

205 West Oak Street, 4th Floor

Fort Collins CO 80521

Advisors at this office

3

Advisors at this office

user avatar

John S

CFA®, Series 63

Fort Collins, CO

First National Advisers, LLC

John Smith is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently an advisor at First National Advisers, LLC, where he has worked for one year. His prior experience includes roles at Bank of America and several other investment firms. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, and is a wholly owned subsidiary of First National Bank of Omaha with roughly $7.3 billion in discretionary assets under management.

Wealth management ESG / Sustainable investing Real estate investing
user avatar

Christie H

CFA®

Fort Collins, CO

First National Advisers, LLC

Christie Hoffer is a CFA® charterholder with three years of experience at First National Advisers, LLC and over three decades at First National Bank of Omaha. She currently serves as Director of Investment Management at the bank, managing portfolios for high net worth clients, trusts, institutions, foundations, and endowments. First National Advisers, LLC is a subsidiary of First National Bank of Omaha providing discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income model portfolios, managed mutual fund and equity strategies, and team-based wealth services, leveraging its embedded role within a banking and trust complex.

Wealth management ESG / Sustainable investing Real estate investing
user avatar

Todd S

Series 63, Series 66, Series 65

Fort Collins, CO

First National Advisers, LLC

Todd Silliman is a financial advisor at First National Advisers, LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Northwest Wealth Management, LLC and First National Bank of Omaha. Outside of his advisory role, he serves as Treasurer on the Finance Committee for the Harmony Ridge Homeowners Association. First National Advisers, LLC provides discretionary investment management to both individual and institutional clients, including high-net-worth individuals. The firm employs a team-based approach with an emphasis on asset allocation, fund screening, and risk monitoring, managing roughly $7.3 billion in discretionary assets and leveraging its affiliation with First National Bank of Omaha.

Wealth management ESG / Sustainable investing Real estate investing
View complete list of advisors at this office
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