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14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-27 |
| CO | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| 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 |
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