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Mark Palmesano

First National Advisers, LLC

Omaha, NE

CRD 7552777

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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
TX RA APPROVED 2023-04-27
NE RA APPROVED 2022-06-24
  • TX RA
    APPROVED
    Since 2023-04-27
  • NE RA
    APPROVED
    Since 2022-06-24

Branch Locations

14010 Fnb Parkway Suite 200, Omaha, NE 68154 • 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
Us Bancorp Omaha NE 06/1997 08/2019
First National Bank Of Omaha Omaha NE 08/2019 Present
First National Advisers Llc Omaha NE 05/2022 Present
  • 06/1997 → 08/2019
    Us Bancorp
    Omaha, NE
  • 08/2019 → Present
    First National Bank Of Omaha
    Omaha, NE
  • 05/2022 → Present
    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; 08/2019; 160 hours per month; 40 hours per week; manages investments for high net worth individuals.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-23
  • S65 Uniform Investment Adviser Law Examination
    2022-06-23

View on SEC IAPD

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