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Reyn Goro Watanabe

Investment Adviser Representative at First National Advisers, LLC

Omaha, NECRD #6502784Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Reyn Goro Watanabe is an investment adviser representative with First National Advisers, LLC in Omaha, NE, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with CWM, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Nebraska.

Office

14010 Fnb Parkway, Suite 200
Omaha, NE 68154

Advisors at this office: 16

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Nebraska

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/14/2023
Series 7
General Securities Representative Examination
Passed 11/3/2022
SIE
Securities Industry Essentials Examination
Passed 2/28/2022
Series 24
General Securities Principal Examination
Passed 6/29/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

First National Advisers, LLCCurrent
12/2/2024 – Omaha, NE
CWM, LLC
3/20/2023 – 11/5/2024Omaha, NE

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Power LIFE
    Jan 2021 – Jun 2023Omaha, NE
  2. CWM, LLC DBA Carson Group Holdings
    Jul 2019 – Nov 2024Omaha, NE
  3. Cerner Corporation
    Aug 2016 – Jul 2019Kansas City, MO
  4. Cetera Advisor Networks
    Oct 2022 – Nov 2024El Segundo, CA
  5. Cetera Advisor Networks
    Jul 2019 – Oct 2022El Segundo, CA
  6. First National Advisers, LLC
    Nov 2024 – no end date reportedOmaha, NE

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
Firm's annual rate schedule by assets
  • 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

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Estate PlanningFinancial PlanningRetirement PlanningFamily OfficePortfolio ManagementTrust & Lending ServicesWealth ManagementUltra-high Net Worth

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesCharitable OrganizationsCorporations

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 profile

Other advisors at First National Advisers, LLC

Showing 12 of 29 in the directory

View First National Advisers, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Reyn Goro Watanabe 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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