Anthony Ryan Essay

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

• 07/2013 → 04/2018
  Wells Fargo Private Bank
  Omaha, NE
• 04/2018 → Present
  First National Bank Of Omaha
  Omaha, NE
• 08/2022 → Present
  First National Advisers Llc
  Omaha, NE

Other Businesses

First National Bank of Omaha; investment-related business; 14010 FNB Parkway, Suite 200, Omaha, NE 68154; Investment Management; Investment Manager; Director; 04/2018; 160 hours per month; 40 hours per week; manages investments for high net worth individuals. a.the name of the other business: Chi Foundation b.whether the business is investment-related: No c.the address of the other business: CHI Health The McAuley Fogelstrom Center, 12809 West Dodge Rd., Omaha, Ne 68154 d.the nature of the other business: Healthcare Organization e.your position: Board of Directors f.title, or relationship with the other business: Board of Directors g.the start date of your relationship: January 2022 h.the approximate number of hours/month you devote to the other business: 1 or 2 i.the number of hours you devote to the other business during securities trading hours: 1 j.and briefly describe your duties relating to the other business: As a board member I work to create partnerships within the community to further the strategic initiatives and mission of the CHI Health Foundation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-23
• S63 Uniform Securities Agent State Law Examination
  2009-09-21

Other Names

• Tony Essay