FN
FIRST NATIONAL ADVISERS, LLC
SEC RegisteredOMAHA, NEhttps://fnbo.com/wealth/private-wealth-reserve(800) 538-7298
Assets Under Management
$5B–$25B
Employees
35
Office Locations
4 offices
Total Accounts
3823
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPension/Profit Sharing
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 797 | $243M |
| High Net Worth Individuals | 315 | $1.4B |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Stacy Alan Auman
DIRECTOR
Richard Alvin Engelmann
PORTFOLIO MANAGER
Celeste Marie Blackburn
CHIEF COMPLIANCE OFFICER
Inc. First National Of Nebraska
SHAREHOLDER - COMMON
First National Bank Of Omaha
MEMBER
Office locations
4 offices in 2 states
NE
OMAHAHQ
CO
FORT COLLINS
CO
GREELEY
NE
LINCOLN
Advisors at this firm
5 advisors in the directory
Stacy Alan Auman
Investment Adviser Representative
Alissa Leigh Dehl
Investment Adviser Representative
Richard Alvin Engelmann
Investment Adviser Representative
Anthony Ryan Essay
Investment Adviser Representative
Andrew Virgil Frahm
Investment Adviser Representative
Regulatory & compliance
CRD number
#277146
SEC Number
801-103473
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FIRST NATIONAL ADVISERS, LLC 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 the SEC or FINRA websites before making any decision.