Best Investors
Account
Sign in
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-27 |
| NE | RA | APPROVED | 2023-01-24 |
Branch Locations
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Advisers, Llc | Omaha | NE | 04/2016 | Present |
First National Bank of Omaha; investment-related business, 14010 FNB Parkway, Suite 200, Omaha, NE 68154; Investment Management; Director of Investment Management; 06/2014; 80 hours/month during securities trading hours; managing investment portfolios for high net worth clients, trusts, institutions, foundations, and endowments. Saint Andrews Pointe HOA; Not investment-related business; 5615 S. 118TH PLAZA, OMAHA, Nebraska, 68137; Treasurer; Treasurer; Start Date: 3/1/2024; 0 hours/month during securities trading hours; Maintaining the books and paying the bills for the homeowner association.
Reach out to this advisor