Data / Investment advisers / Nebraska / First Nebraska Financial Services
First Nebraska Financial Services, North Platte, NE: $458 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
First Nebraska Financial Services is an SEC registered investment adviser with its main office in North Platte, Nebraska and reports $458 million in regulatory assets under management in its Form ADV filed September 2, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 298667
- SEC file number
- 801-114691
- SEC status
- Approved, effective February 12, 2019
- Legal name
- First Nebraska Advisory LLC
- Main office
- 202 W. 2nd St., North Platte, NE 69101
- Phone
- (308) 534-1322
- Website
- firstnebraskafinancial.com
- Regulatory AUM
- $457,995,070 in the Form ADV filed September 2, 2026
- Non discretionary AUM
- $457,995,070
- Accounts
- 976
- Employees
- 7, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 85 | $281.5 million |
| Individuals (other than high net worth individuals) | 378 | $153.2 million |
| Pension and profit sharing plans | 11 | $18.7 million |
| Charitable organizations | Fewer than 5 | $4.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $458 million | March 11, 2026 |
| December 1, 2025 | $413 million | July 22, 2025 |
Other advisers in Nebraska
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sequent Planning, LLC | Omaha | $589.5 million | Not listed | adviserinfo.sec.gov |
| Prairie Wealth Advisors, Inc. | Omaha | $558 million | 1 | adviserinfo.sec.gov |
| Oldfather Financial Services | Kearney | $556.3 million | Not listed | adviserinfo.sec.gov |
| Arkfeld Wealth Strategies, L.L.C. | Omaha | $538 million | Not listed | adviserinfo.sec.gov |
| Flagstone Financial Management, LLC | Lincoln | $467.8 million | Not listed | adviserinfo.sec.gov |
| Arnold Weitz & Co | Elkhorn | $438.1 million | Not listed | adviserinfo.sec.gov |
| Plan a Wealth, LLC | Lincoln | $433.8 million | Not listed | adviserinfo.sec.gov |
| Lawson Kroeker Investment Management Inc | Omaha | $428.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Nebraska
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- First Nebraska Financial Services on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.