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Richard Alvin Engelmann

First National Advisers, LLC

Omaha, NE

CRD 3173423

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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 2022-07-08
  • TX RA
    APPROVED
    Since 2023-04-27
  • NE RA
    APPROVED
    Since 2022-07-08

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
First National Advisers, Llc Omaha NE 10/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-06
  • S65 Uniform Investment Adviser Law Examination
    2022-07-06
Other Names
  • Richard O Engelmann

View on SEC IAPD

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