A complete list of active advisors currently associated with First Nebraska Financial Services

Warmer can help you find a great advisor at First Nebraska Financial Services or one who fits your needs even better.

First Nebraska Advisory LLC provides investment management and integrated financial planning to individuals (including high‑net‑worth clients), trusts, estates, business entities, charitable organizations, and retirement plans. Services include ongoing non‑discretionary portfolio management, financial planning (included as part of investment management), and ERISA plan advisory services; the firm generally charges percentage‑of‑AUM fees and offers portfolio management for individuals similar to many peers. The firm’s investment approach centers on strategic asset allocation using primarily mutual funds and periodic rebalancing, and it typically implements advice on a non‑discretionary basis—clients review and approve transactions rather than delegating trading authority. Adviser commonly relies on a turnkey asset management provider (FPAS) for model construction, transaction processing, and reporting, and its model portfolios make use of select mutual fund lineups (including DFA and FPAS-sponsored funds). Distinctive aspects include the firm’s sizable AUM managed entirely on a non‑discretionary basis (approximately $458 million) and its affiliation with an insurance business, with principals engaging in insurance sales that may create additional conflicts of interest. The firm’s supervised persons also maintain broker‑dealer relationships that can produce commission income, and the reliance on FPAS’s select fund availability may affect portability of certain fund holdings if a client changes advisers.

To learn more about the advisors currently working at First Nebraska Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.