Thomas Woodward
Thomas Woodward is a CFP-designated registered investment advisor at First National Advisers, LLC, based in Omaha, NE, with 17 years of industry experience. Thomas 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2007Other Business Activities
Thomas works as a financial services professional for UMB Bank, dedicating nearly full-time hours to investment management services. He also owns Delta Wash Pros, allocating a few hours per week to this business.
Employment History
Current Registrations
First National Advisers, LLC
Previous Registrations
Umb Financial Services, INC.
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Edward JonesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.