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FIRST NEBRASKA FINANCIAL SERVICES

NORTH PLATTE, NE · CRD 298667 · IAPD ↗ · firstnebraskafinancial.com · (308) 534-1322

$458.0MRegulatory AUM
3Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — FIRST NEBRASKA FINANCIAL SERVICES notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — FIRST NEBRASKA FINANCIAL SERVICES notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — FIRST NEBRASKA FINANCIAL SERVICES reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.