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FIRST NEBRASKA FINANCIAL SERVICES
Legal name: FIRST NEBRASKA ADVISORY LLC
CRD 298667File 801-114691
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$458.0M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $458.0M
Clients
474
976 accounts
Employees
7
Below cohort median in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 12, 2019
- Principal office
- 202 W. 2ND ST., NORTH PLATTE, NE, 69101
- Phone
- (308) 534-1322
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $458.0M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $458.0M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 976
- Total accounts
- 976
- AUM per client
- $966K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.6M |
| High net worth individuals | 85 | $281.5M |
| Pension and profit sharing plans | 11 | $18.7M |
| Individuals (other than high net worth individuals) | 378 | $153.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.