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Craig Michael Sall

First National Advisers, LLC

Omaha, NE

CRD 4373073

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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
NE RA APPROVED 2023-01-10
  • NE RA
    APPROVED
    Since 2023-01-10

Branch Locations

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
Raymond James Financial Services, Inc Omaha NE 06/2015 08/2022
Raymond James Financial Services Advisors Inc. Omaha NE 06/2015 08/2022
First National Bank Of Omaha Omaha NE 06/2015 08/2022
First National Advisers Llc Omaha NE 08/2022 Present
Previous Registrations
Other Businesses

(1) FIRST NATIONAL BANK OF OMAHA; INVESTMENT RELATED; OMAHA, NE; 06/2015 - PRESENT; SENIOR MANAGING DIRECTOR, PRIVATE CLIENT SERVICES; 160 HRS PER MONTH 130 DURING TRADING HRS. BANK ASSOCIATE. (2) Mount Michael Booster Club; Address: 22520 Mount Michael Road, Elkhorn, NE, 68022; Activity Type: (e.g. Non profit, etc.): Non Profit, Booster Club for Mount Michael High School; Position/Title: Board Member; Investment Related: No; Start Date: August 2022; Hours per month devoted to this business: 1; Hours per month devoted to this business during trading hours: 0; Description of duties: Discuss and approve financial requests from sports and other related activities within the high school.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-22
  • S66 Uniform Combined State Law Examination
    2009-12-22
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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