FIRST NEBRASKA FINANCIAL SERVICES

202 W. 2nd St.
North Platte, Nebraska 69101
Tel: (308) 534-1322

About FIRST NEBRASKA FINANCIAL SERVICES

FIRST NEBRASKA FINANCIAL SERVICES, formally registered with the SEC as FIRST NEBRASKA FINANCIAL SERVICES. The firm was established in 02/12/2019. They have over 1 offices throughout the country.

FIRST NEBRASKA FINANCIAL SERVICES is a North Platte, Nebraska based Financial Planning firm with nearly $357,535,542 assets under management, offering retirement planning & investment advisory services to 896 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298667
SEC#	801-114691
Assets Managed by Firm	$357,535,542
No. of Clients	896
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	896	$357,535,542
Individuals (other than high net worth individuals)	351	$95,653,911
High net worth individuals	82	$240,811,083
Pension and profit sharing plans	14	$17,044,554
Charitable organizations	Fewer than 5 clients	$4,025,994

More Retirement Planning firms in North Platte, Nebraska:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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