Dakota McMahon
Investment Adviser Representative at First National Advisers, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dakota McMahon is an investment adviser representative with First National Advisers, LLC in Kansas City, MO, where they have been registered since 2026, the year they entered the securities industry. They are registered to provide investment advice in 14 states.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Colorado, Illinois, Iowa, Kansas, Maryland, Michigan, Missouri, Nebraska, New Jersey, Texas, Vermont, Washington, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First National Advisors, LLCOct 2025 – no end date reportedKansas City, MO
- Country Club BankJul 2021 – Oct 2025Kansas City, MO
- State Street CorporationMay 2015 – Jul 2021Kansas City, MO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First National Advisers, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- First $2,500,0001.15%
- $2,500,000 - $5 million1.00%
- $5 million - $10 million0.85%
- $10 million - $15 million0.70%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Estate Planning, Financial Planning, Retirement Planning, Family Office, Portfolio Management, and Trust & Lending Services
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 29
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Omaha, NE
- SEC file number:
- 801-103473
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 16, 2026
View full firm profileOther advisors at First National Advisers, LLC
Showing 12 of 29 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dakota McMahon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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