Kurtis Spieler is a CFA-designated registered investment advisor at First National Advisers, LLC, based in Fort Collins, CO, with 4 years of industry experience. Kurtis 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
205 West Oak Street, 4th Floor, Fort Collins, CO, 80521
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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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Kurtis is a Senior Vice President in Investment Management at First National Bank of Omaha since 2005. He spends a few hours per week managing investment portfolios for high net worth clients, trusts, institutions, foundations, and endowments.
Employment History
Current Registrations
First National Advisers, LLC
Previous Registrations
Treis Capital, LLC
State Registrations3 states
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