Stacy Auman is a CFA-designated registered investment advisor at First National Advisers, LLC, based in Omaha, NE, with 3 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 1,220 clients with $6.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First National Advisers (FNA) offers investment management services through two main channels, each with its own fee structure:
Private Wealth Reserve:
- Fees are based on the value of your investments and are paid monthly. The rate decreases as your portfolio grows.
Managed Mutual Funds & Individual Equities Portfolios (through RJFSA Advisors):
- Fees are paid quarterly, in advance, based on the value of your investments. These fees are in addition to the fees charged by the RJFSA Outside Manager (OSM) Program.
- Mutual Fund: 0.20%
- Core & Satellite: 0.35%
- Equity Income & Satellite: 0.35%
- Multi Cap Total: 0.40%
- Individual Equity Only: 0.50%
Location
14010 Fnb Parkway, Suite 200, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Stacy is the Director of Investment Management at First National Bank of Omaha, managing investment portfolios for various clients, dedicating about half her time to this role. She also serves on the boards of the Leukemia and Lymphoma Society and Marian High School Endowment, and is a committee member for St Vincent DePaul Finance Committee, dedicating minimal time to each.
Employment History
Current Registrations
First National Advisers, LLC
State Registrations2 states
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