NORTH PLATTE, NECRD 298667Latest ADV March 11, 2026
First Nebraska Financial Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Platte, NE. Its latest Form ADV filing, dated March 11, 2026, reports $458M in regulatory assets under management, 7 employees, and 976 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.7% of total clients.
Top client categories% of clientsClients
1
Individuals
79.7%
378
2
HNWI
17.9%
85
3
Pension Plans
2.3%
11
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$458Mas of March 11, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$458M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$458M
Total Accounts976
10Y AUM Change+$458M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee68:1
10Y Employee Change+5 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.