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Barry Ward Dunaway

America First Investment Advisors LLC

Omaha, NE

CRD 2670445

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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
TX RA APPROVED 2018-11-19
NE RA APPROVED 2006-07-12
  • TX RA
    APPROVED
    Since 2018-11-19
  • NE RA
    APPROVED
    Since 2006-07-12

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
America First Investment Advisors, Llc Omaha NE 05/2004 02/2019
America First Investment Advisors, Llc Omaha NE 02/2019 Present
Previous Registrations
  • 1997-07-31 → 2004-07-16
    Kirkpatrick Pettis Investment Management, Inc.
    Omaha, NE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-01-22
  • S63 Uniform Securities Agent State Law Examination
    2002-01-22
Designations
  • Chartered Financial Analyst
Other Names
  • Barry Ward Dunaway

View on SEC IAPD

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