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Steven Paul Anderson

First National Advisers, LLC

Kansas City, MO

Omaha, NE

CRD 6304282

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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
FL RA APPROVED 2026-08-17
KS RA APPROVED 2026-07-29
MO RA APPROVED 2026-07-29
NE RA APPROVED 2026-07-29
  • FL RA
    APPROVED
    Since 2026-08-17
  • KS RA
    APPROVED
    Since 2026-07-29
  • MO RA
    APPROVED
    Since 2026-07-29
  • NE RA
    APPROVED
    Since 2026-07-29

Branch Locations

One Ward Parkway, Kansas City, MO 64112 • United States

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
Waddell & Reed, Inc Shawnee Mission KS 02/2014 04/2021
Ivy Distributors, Inc Shawnee Mission KS 02/2014 06/2021
Triune Financial Partners, Llc Overland Park KS 06/2021 01/2023
Umb Bank Kansas City MO 01/2023 Present
Umb Financial Services Inc Kansas City MO 02/2023 Present
Umb Insurance Kansas City MO 02/2023 Present
Umb Private Wealth Management Llc Kansas City MO 05/2026 Present
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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