Scott Summers

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

• 04/2016 → 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; 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.

Designations

• Chartered Financial Analyst