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Thomas Scott Woodward

First National Advisers, LLC

Omaha, NE

Overland Park, KS

CRD 4586353

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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 2025-10-31
KS RA APPROVED 2025-10-30
MO RA APPROVED 2025-10-30
  • NE RA
    APPROVED
    Since 2025-10-31
  • KS RA
    APPROVED
    Since 2025-10-30
  • MO RA
    APPROVED
    Since 2025-10-30

Branch Locations

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

4650 College Blvd Suite 200, Overland Park, KS 66211 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Capital Markets, Llc Leawood KS 10/2012 05/2017
Independence School District Independence MO 05/2017 05/2018
Lee's Summit School District Lee's Summit MO 05/2018 04/2023
Umb Financial Services Inc Leawood KS 04/2023 10/2025
First National Advisers, Llc Omaha NE 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-21
S63 Uniform Securities Agent State Law Examination 2002-11-14
  • S65 Uniform Investment Adviser Law Examination
    2006-02-21
  • S63 Uniform Securities Agent State Law Examination
    2002-11-14
Designations
  • Certified Financial Planner
Other Names
  • Thomas S Woodward
  • Tom Woodward

View on SEC IAPD

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