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Todd Charles Silliman

Investment Adviser Representative at First National Advisers, LLC

Fort Collins, COCRD #1820918Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
5

Professional summary

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

Todd Charles Silliman is an investment adviser representative with First National Advisers, LLC in Fort Collins, CO, where they have been registered since 2022. They have worked in the securities industry since 2009 and have been registered with 5 firms, including The WAY Point Advisory Group LLC and Northwest Wealth Management, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Colorado and Texas.

Office

205 West Oak Street, 4th Floor
Fort Collins, CO 80521

Advisors at this office: 2

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:
Colorado, Texas

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

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/25/2022
Series 66
Uniform Combined State Law Examination
Passed 3/9/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 8/8/1997
Series 7
General Securities Representative Examination
Passed 7/30/1997
Series 24
General Securities Principal Examination
Passed 6/5/1998

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

First National Advisers, LLCCurrent
8/25/2022 – Fort Collins, CO
THE WAY Point Advisory Group LLC
3/31/2016 – 12/31/2017Okoboji, IA
Northwest Wealth Management, LLC
4/25/2016 – 1/6/2017Spencer, IA
SII Investments, Inc.
3/10/2009 – 1/31/2013Fairmont, MN
SII Investments, Inc.
10/1/2004 – 1/18/2005Fairmont, MN
Linsco/private Ledger Corp.
6/20/2001 – 10/5/2004Fairmont, MN

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. Northwest Wealth Management, LLC
    Apr 2016 – Jan 2017Spencer, IA
  2. First National Advisers, LLC
    Apr 2022 – no end date reportedOmaha, NE
  3. First National BANK OF Omaha
    Jan 2017 – 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

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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. Todd Charles Silliman 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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Todd Charles Silliman (First National Advisers)