Diana Marie Whitman

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

• 09/2022 → Present
  First National Advisers Llc
  Omaha, NE
• 12/2005 → 09/2022
  First National Bank Of Omaha
  Omaha, NE

Other Businesses

First National Bank of Omaha; investment-related business, 14010 FNB Parkway, Suite 200, Omaha, NE 68154; Investment Management; Portfolio Manager; 12/2005; 80 hours/month during securities trading hours; managing investment portfolios for high-net-worth clients, trusts, institutions, foundations, and endowments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-04
• S63 Uniform Securities Agent State Law Examination
  2003-11-20

Other Names

• Diana M Whitman