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Todd Charles Silliman

First National Advisers, LLC

Fort Collins, CO

Omaha, NE

CRD 1820918

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Employer firm

First National Advisers, LLC CRD 277146

$7.37B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
First National Advisers, Llc

14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-27
CO RA APPROVED 2022-08-25
  • TX RA
    APPROVED
    Since 2023-04-27
  • CO RA
    APPROVED
    Since 2022-08-25

Branch Locations

205 West Oak Street 4Th Floor, Fort Collins, CO 80521 • United States

14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwest Wealth Management, Llc Spencer IA 04/2016 01/2017
First National Advisers, Llc Omaha NE 04/2022 Present
First National Bank Of Omaha Omaha NE 01/2017 Present
Previous Registrations
  • 2016-03-31 → 2017-12-31
    The Way Point Advisory Group Llc
    Okoboji, IA
  • 2016-04-25 → 2017-01-06
    Spencer, IA
  • 2004-10-01 → 2013-01-31
    Sii Investments, Inc.
    Wall Lake, IA
    Spirit Lake, IA
    Okoboji, IA
    Fairmont, MN
    Fairmont, MN
  • 2001-06-20 → 2004-10-05
    Fairmont, MN
Other Businesses

1) FNBO; investment-related business; 205 West Oak Street, 4th Floor, Fort Collins CO 80522; Private Client Advisor; January 2017; 160 hours; Full time; Primary relationship manager for existing high net worth clients and developing new client relationships. 2) Harmony Ridge HOA Board - Finance Committee; non-investment-related business; MSI Windsor - 8201 Spinnaker Drive, Suite D, Windsor, CO 80528; Treasurer; 1/2023; 4 hours outside of securities trading hours; Responsible for reviewing HOA financials, preparing and presenting financial board reports at HOA Board meetings.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-25
S66 Uniform Combined State Law Examination 2009-03-09
S63 Uniform Securities Agent State Law Examination 1997-08-08
  • S65 Uniform Investment Adviser Law Examination
    2022-08-25
  • S66 Uniform Combined State Law Examination
    2009-03-09
  • S63 Uniform Securities Agent State Law Examination
    1997-08-08

View on SEC IAPD

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