Brett Michael Badalucco

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 10/2023
  Bancwest Investment Services Inc
  Omaha, NE
• 04/2011 → 08/2023
  Bank Of The West
  Omaha, NE
• 03/2024 → Present
  Bmo Nesbitt Burns Securities Ltd.
  Omaha, NE
• 08/2023 → Present
  Bmo Bank N.A.
  Omaha, NE
• 01/2025 → Present
  First National Advisers, Llc
  Omaha, NE

Previous Registrations

• 2011-05-05 → 2023-08-24
  Bancwest Investment Services, Inc.
  Omaha, NE
  Omaha, NE
• 2008-02-19 → 2011-05-02
  Securities America Advisors, Inc.
  La Vista, NE

Exams

• S66 Uniform Combined State Law Examination
  2008-02-11