Wealth Manager
    SEC Registered
    Manages Private Funds

    First Nebraska Financial Services

    Registered investment advisor · North Platte, Nebraska · CRD #298667

    Assets Under Management
    $458M
    Client Accounts
    976
    Employees
    7
    CRD Number
    298667
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About First Nebraska Financial Services

    First Nebraska Financial Services, established in 1981, offers personalized financial planning and advisory services for individuals, families, and small businesses. The firm is based in North Platte, NE, with a focus on long-term financial strategies and risk-averse investment approaches. They employ five staff members and provide comprehensive financial guidance to help clients achieve their financial goals.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for First Nebraska Financial Services

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    Frequently Asked Questions

    What is First Nebraska Financial Services's AUM?

    First Nebraska Financial Services reports approximately $458M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is First Nebraska Financial Services headquartered?

    First Nebraska Financial Services is headquartered in North Platte, Nebraska.

    What is First Nebraska Financial Services's CRD number?

    First Nebraska Financial Services's CRD number is 298667. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does First Nebraska Financial Services manage?

    First Nebraska Financial Services manages approximately 976 client accounts according to its latest SEC filing.

    Is First Nebraska Financial Services SEC registered?

    Yes, First Nebraska Financial Services is registered with the SEC as an investment adviser with an approved registration status.

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