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Building 2FIRST NEBRASKA FINANCIAL SERVICES

Map pinNORTH PLATTE, NE
Phone(308) 534-1322
NotebookSEC #801-114691
Total AUM
$458M
Employees
7
Clients
475

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
202 W. 2ND ST.
NORTH PLATTE
NE 69101
United States
Operating Hours
8:30 AM TO 5 PM CT
Monday - Friday
Phone
(308) 534-1322

ReceiptFinancials

Total AUM
$458M
Accounts
976
Discretionary
$0
Accounts
0
Non-Discretionary
$458M
Accounts
976

ContactClients

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Individual Clients
378
AUM
$153.2M
HNW Individual Clients
85
AUM
$281.5M
Pension/Profit Sharing Plan Clients
11
AUM
$18.7M
Charitable Organization Clients
1
AUM
$4.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILNENMTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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