Best Investors Account Sign in
Inactive

Stephen G Perry

America First Investment Advisors LLC

Omaha, NE

CRD 8170338

Claim This Profile
Employer firm

America First Investment Advisors LLC CRD 106984

$665M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters

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

Current Employers
America First Investment Advisors Llc

10050 Regency Circle, Suite 515, Omaha, NE 68114-3721 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-11-17
TX RA APPROVED 2025-11-14
  • NE RA
    APPROVED
    Since 2025-11-17
  • TX RA
    APPROVED
    Since 2025-11-14

Branch Locations

10050 Regency Circle, Suite 515, Omaha, NE 68114-3721 • 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
Spreetail Omaha NE 08/2021 09/2025
Fnbo Omaha NE 01/2015 08/2025
America First Investment Advisors, Llc Omaha NE 09/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-14
  • S65 Uniform Investment Adviser Law Examination
    2025-11-14
Other Names
  • Stephen Perry

View on SEC IAPD

Nearby Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam

Nearby Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE

More in Omaha, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor