$458.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
7 Employees
474 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-12-2019
- Office Locations
- 1
Office Locations
202 W. 2ND St. North Platte NE
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.
Team overview
37 AVG AGE
$152.7M AVG AUM / ADVISOR
$966.2K AVG AUM / CLIENT
7.2 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Owner & Executives
D
DARREL CLARENCE SMITH
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1003219
- Ownership
- Less than 5%
Available
Available
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JOHN WARREN SMITH
Advisor, VICE PRESIDENT
- CRD
- #1005687
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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MITCHELL DONOVAN SMITH
Vice President
- CRD
- #5683757
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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