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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-12-2019
- Office Locations
- 1
Office Locations
About First Nebraska Financial Services
First Nebraska Financial Services is a North Platte-based RIA. The firm has been operating for 7 years. Managing $458.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between July 22, 2025 and March 11, 2026, reported AUM increased 10.9%, from $413.0M to $458.0M.
Across 5 reported observations, AUM increased 62.2% between February 28, 2022 and March 11, 2026, from $282.3M to $458.0M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 3 advisory representatives and 474 clients, or 158 clients per representative. That equates to $966.2K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on September 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
DARREL CLARENCE SMITH
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1003219
- Ownership
- Less than 5%
JOHN WARREN SMITH
Advisor, VICE PRESIDENT
- CRD
- #1005687
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MITCHELL DONOVAN SMITH
Vice President
- CRD
- #5683757
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $457,995,070 | $469,257 |
| Total | $457,995,070 | $469,257 |
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Separately Managed Accounts
SMA allocation detail is available
First Nebraska Financial Services has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.