FIRST NEBRASKA ADVISORY LLC
Legal name: FIRST NEBRASKA FINANCIAL SERVICES
CRD #298667 SEC #801-114691 NORTH PLATTE, NE (308) 534-1322
SEC Registered
Total AUM
$413M
Discretionary
$0
Employees
6
Clients
251
Accounts
943
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $413M | $0 | $413M | 6 | 0 |
| Mar 2025 | $413M | $0 | $413M | 6 | 0 |
| Apr 2024 | $357.5M | $0 | $357.5M | 7 | 0 |
| Mar 2024 | $357.5M | $0 | $357.5M | 7 | 0 |
| Nov 2023 | $296.7M | $0 | $296.7M | 5 | 0 |
| Mar 2023 | $296.7M | $0 | $296.7M | 5 | 0 |
| Feb 2022 | $282.3M | $0 | $282.3M | 3 | 0 |
| Jun 2021 | $225.5M | $0 | $225.5M | 3 | 0 |
| Feb 2021 | $225.5M | $0 | $225.5M | 3 | 0 |
| May 2020 | $215.4M | $0 | $215.4M | 3 | 0 |
| Apr 2020 | $215.4M | $0 | $215.4M | 3 | 0 |
| Feb 2020 | $215.4M | $0 | $215.4M | 3 | 0 |
| Sep 2019 | $213.3M | $0 | $213.3M | 3 | 0 |
| Aug 2019 | $213.3M | $0 | $213.3M | 2 | 0 |
| Jun 2019 | $213.3M | $0 | $213.3M | 2 | 0 |
| Jan 2019 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$413M
Discretionary$0
Non-Disc.$413M
Employees6
Clients0
DateMar 2025
Total AUM$413M
Discretionary$0
Non-Disc.$413M
Employees6
Clients0
DateApr 2024
Total AUM$357.5M
Discretionary$0
Non-Disc.$357.5M
Employees7
Clients0
DateMar 2024
Total AUM$357.5M
Discretionary$0
Non-Disc.$357.5M
Employees7
Clients0
DateNov 2023
Total AUM$296.7M
Discretionary$0
Non-Disc.$296.7M
Employees5
Clients0
DateMar 2023
Total AUM$296.7M
Discretionary$0
Non-Disc.$296.7M
Employees5
Clients0
DateFeb 2022
Total AUM$282.3M
Discretionary$0
Non-Disc.$282.3M
Employees3
Clients0
DateJun 2021
Total AUM$225.5M
Discretionary$0
Non-Disc.$225.5M
Employees3
Clients0
DateFeb 2021
Total AUM$225.5M
Discretionary$0
Non-Disc.$225.5M
Employees3
Clients0
DateMay 2020
Total AUM$215.4M
Discretionary$0
Non-Disc.$215.4M
Employees3
Clients0
DateApr 2020
Total AUM$215.4M
Discretionary$0
Non-Disc.$215.4M
Employees3
Clients0
DateFeb 2020
Total AUM$215.4M
Discretionary$0
Non-Disc.$215.4M
Employees3
Clients0
DateSep 2019
Total AUM$213.3M
Discretionary$0
Non-Disc.$213.3M
Employees3
Clients0
DateAug 2019
Total AUM$213.3M
Discretionary$0
Non-Disc.$213.3M
Employees2
Clients0
DateJun 2019
Total AUM$213.3M
Discretionary$0
Non-Disc.$213.3M
Employees2
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0