First Nebraska Financial Services is a small investment advisory firm based out of North Platte, NE, with a single office. With a total of 5 employees, 3 of whom provide investment advisory services, the firm offers personalized financial solutions to its clients. With an average of $98,900,000 in assets under management per investment advisor, First Nebraska Financial Services aligns with the industry average.
The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring that their interests are closely tied to the success of their clients' investments. While 401K and individual accounts comprise less than 30% of their assets under management, First Nebraska Financial Services has the capability to manage employer funds, expanding their reach in the investment market.
Boasting an impressive client base of over 360 individuals, First Nebraska Financial Services manages more than $296,711,000 in assets. The firm takes pride in their team of experienced advisors, with Mitchell Smith, Darrel Smith, and John Smith among their longest tenured professionals.
First Nebraska Financial Services strives to provide comprehensive investment advisory services, combining expertise, personalized strategies, and a client-centered approach. By understanding their clients' financial goals, risk tolerance, and time horizon, they create tailored investment plans that aim to maximize returns and build long-term wealth. With their dedication to exceptional service and a focus on delivering optimal results, First Nebraska Financial Services positions itself as a reliable partner for individuals seeking professional financial guidance.